I have a strong feeling that we’ve been here before. Major central banks making tightening noises with nothing to little happening has been a recurring theme since we started this blog. So what could be different this time? … More The interest rate conundrum
We’re wondering if we’ve reached a turning point in the UK economy and if developments here and in the US could shake-up markets this summer. … More Will volatility return this summer?
Takeaways: An end to uncertainty, an effective vote of confidence and the repetitive use of the word ‘gradual’ by the FOMC inspired a brief rally in most equity and bond markets – even in some more vulnerable areas. So, is there really nothing to see here after their 0.25% increase in interest rates? Not quite. The … More The Fed awakens!
Takeaways: The 2015 rollercoaster continues. Markets raced back up in October for some good and some more speculative reasons. ‘Payroll Friday’ brought another twist and another lurch. Managing currency risk, raising capital and picking commodity prices will be tougher going in the rest of 2015. These are perplexing times, but this shouldn’t stop smart deal making. … More Perplexing times – but we’re not calling time on M&A just yet
Takeaways: With Greece on the edge, markets have maintained remarkable poise. Meanwhile, there’s a warning that UK interest rates might rise this summer. Another Maradona moment? Labour markets might be ‘fizzing’, but a rate rise this summer feels premature, with echoes of the ECB’s move in 2008.