Weekly Market Commentaries

20/12/2019 TELL ME SOMETHING I DON’T KNOW

13/12/2019 WILL THE REAL BORIS JOHNSON PLEASE STAND UP?

06/12/2019 TIME TO MAKE A CALL ON THE UK ELECTION

29/11/2019 ASSET PRICES WHEN THE FED STARTS TO CARE ABOUT INEQUALITY

22/11/2019 ARE WE NEARLY THERE YET?

15/11/2019 ARE EQUITIES MOVING FROM WINTER TO SPRING?

08/11/2019 Are fiscal rules headed for the shredder?

01/11/2019 “IT’S NOT ABOUT 30 PESOS; IT’S ABOUT 30 YEARS”

25/10/2019 DEAL IN PRINCIPLE; DELAY IN PRACTICE

18/10/2019 Squeaky Bum Time

11/10/2019 “Will-they; wont-they?”

04/10/2019 Getting closer to resolution

27/09/2019 So political but maybe not correct

20/09/2019 Started with a bang ended with a whimper.

13/09/2019 Tail Risks Recede

06/09/2019 “Relief”

30/08/2019 BREXIT – THE FINAL STRETCH

23/08/2019 REFLATION AND POLITICS

15/08/2019 “Political and Market Volatility”

09/08/2019 “Political and Market Volatility”

02/08/2019 “Turnaround Thursday”

26/07/2019 The Age of Boris Begins

19/07/2019 Golden Week

12/07/2019 Powell joins the Navy in coming to the rescue

05/07/2019 Longer than the Beatles

28/06/2019 Waiting for Godot – or maybe a trade truce

21/06/2019 Reflation Week

14/06/2019 High Noon Comes Closer

07/06/2019

31/05/2019

24/05/2019

17/05/2019

10/05/2019

03/05/2019 Rougai.

26/04/2019

19/04/2019

12/04/2019

05/04/2019

29/03/2019

22/03/2019

15/03/2019

08/03/2019

01/03/2019

22/02/2019

15/02/2019

08/02/2019

01/02/2019

25/01/2019

18/01/2019

11/01/2019

04/01/2019

12/12/2018

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