Searching for explanation where it really matters
With the Fed already several hikes (and many billions in portfolio run-off ) down the road to policy re-alignment, it's natural for a new Fed Chair to consider a pause for reflection. Especially with financial markets doing most of the work, tightening financial conditions and reminding both market and economic participants alike, that the cycle …
Continue reading "FedĀ – the pause that nurtures the teenage bull"
While too much has been said or written about Brexit already (especially by us!) the mere fact that the vote on PM May's deal takes place (hopefully) tomorrow, it's important to take a rain check on where we are. We remain convinced this is a major, perhaps even systemic, issue for markets and economies, as …
Back from the Christmas break, refreshed and decompressed, this week we'll be taking a look at what's in store for 2019 - a year full of challenges, and therefore opportunities. We'll write on one of the major themes for the year ahead, and at the end of the week, we'll resume the weekly inflated opinions. …
Continue reading "Things to watch in 2019 – The year ahead in six themes."
Our new weekly post - all our comments and views summarized and reviewed on a Monday morning. Slightly reduced notes this week in honor of the holidays. That was the week that was Brexit - Corbyn foot in mouth Little to add on Brexit (youāll be relieved to hear). We wrote here and here …
Brits love to queue. The UK Parliament is no different, and loves it's procedures. However, they have changed recently, especially regarding the manner of bringing down a Government. In this post, we attempt to explain how this PM, her government, or even democracy itself, might yet fall victim to this mayhem we call Brexit. The …
"Sources say Corbyn WILL call for a vote of no confidence in the PM (not the govt) if she does not announce a date for a vote on her Brexit deal asap - expect the move from him in response to PM's statement at 3.30pm london" So what does this mean? Well anyone in Parliament …
Our new weekly post - all our comments and views summarized and reviewed on a Monday morning. With new added "pic of the week".Every week we will summarize our thoughts from the previous week, employing the following format; Ā What we thought (going into the week), What happened (during the week) and What changed for us. …
Today's events, where Bitcoin scammers have sent bomb threats to schools and businesses, demanding payment in Bitcoin, demonstrates what we've all known for some time. That, given its perfect anonymity, Ā Bitcoin is the favored route for extreme criminal "commerce". How long before the authorities ban it, and take control of the crypto currency game? Today …
While the cuckoo PM May is not for turning, nor yielding, two other women of stature most surely are. Margaret Thatcher, famed for her redolent lack of turning, is most surely turning in her grave,RIP. And Queen Elizabeth, who seems to be in a minority of two when if comes to puttingĀ the country and …
Britain is used to ālights outā humor. But today seems different. In the UK, there are clear parallels with the 1970s, a decade that saw the country enter Europe, confirm it with a referendum, and then seek an IMF bailout. In this longer post we explore those parallels, and consider a subset of the risks, …
Inflated Opinions 