Weekly Market Commentaries

17/09/2021 How We Avoid Holding Meme Stocks 2 mins

10/09/2021 Third Wave Peaking? 3 mins

03/09/2021 Efficacy and Boosters 3 mins

27/08/2021 Climbing the Wall of Worry 3 mins

20/08/2021 Risk and Reward 3 mins

13/08/2021 Peak Inflation? 2 mins

06/08/2021 Earnings on Fire 3 mins

30/07/2021 Breaking Delta 3 mins

23/07/2021 A Stock and Flow View of Covid-19 3 mins

16/07/2021 Lina Khan Versus the World 3 mins

09/07/2021 Has the Regime Changed? 3 mins

02/07/2021 (Not) Living on a Prayer 3 mins

25/06/2021 Party On 3 mins

18/06/2021 Gap Between Economic Forecasts and Policy Expectations Starting to Close 2 mins

11/06/2021 Taxing Times 3 mins

04/06/2021 Will Productivity Take Off in the US? 3 mins

28/05/2021 From Hope to Growth 3 mins

21/05/2021 Talking About Thinking About Tapering 3 mins

14/05/2021 The Tug of War Continues 3 mins

07/05/2021 Demand is not the problem 3 mins

30/04/2021 Reduction in Political Risk 3 mins

23/04/2021 Why Putting a Man on the Moon was Good for Productivity 3 mins

16/04/2021 Is John Deere a space stock? 2 mins

09/04/2021 Are we there yet? 3 mins

01/04/2021 Is Volkswagen a tech stock? 2 mins

26/03/2021 World War V 3 mins

19/03/2021 Will The Real Fed Please Stand Up? 3 mins

12/03/2021 Correlation – Negative is a Positive 4 mins

05/03/2021 Noisy Markets But The News Is Good 4 mins

26/02/2021 And the Winner is …? 3 mins

19/02/2021 Why Can’t Bond Yields and Equities Rise Together? 3 mins

12/02/2021 Expectations Up (Again) 3 mins

05/02/2021 COVID 1 : Vaccines 1.   4 mins

29/01/2021 This isn’t a Casino. This is a Riot. 4mins

22/01/2021 The outlook for UK assets and the removal of the ‘Brexit premium’ 5mins

15/01/2021 “Is Joe Manchin President” 5mins

08/01/2021  5mins

Prior 2020 Weekly Market Commentaries

Prior 2019 Weekly Market Commentaries

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