Read More 2 minute read OOther News Inflation! Time to panic, or much ado about nothing?24 May, 20211.2K views Imagine inflation in any year (Year X) is 3%. If the return on your investment assets in Year…
Read More 2 minute read OOther News Higher US inflation / China going strong / Europe turning a corner17 May, 20211.3K views US consumer price inflation (CPI) for April accelerated at its fastest pace since 2008, jumping to +4.2% year-on-year…
Read More 2 minute read OOther News Look through short-term volatility and remain focused on profitable growth10 May, 20211.4K views In the past weeks we have seen broad weakness in growth and in particular technology stocks. This is…
Read More 2 minute read OOther News US economy powers ahead / China trade risk never went away4 May, 20211.5K viewsNo comments US GDP growth for the first quarter of 2021 was released last week, showing that the world’s largest…
Read More 2 minute read OOther News US & China economies break through pre-pandemic levels, Europe plays catch up26 April, 20211.4K views Last week saw data on US housing starts show a +37% surge year-on-year (YoY) in March, a rise…
Read More 2 minute read OOther News As life returns to normal, might financial markets also return to pre-pandemic normalcy?19 April, 20211.8K views In recent weeks we have seen two important indications that market sentiment is returning to something which resembles…
Read More 2 minute read OOther News Could Goldilocks be set to make a return?12 April, 20211.7K views The International Monetary Fund (IMF) is not known for its boundless optimism, so when it released a significantly…
Read More 2 minute read OOther News China and the US roar back to life, but Europe still lags6 April, 20211.9K views In China, total industrial sector profits surged by +179% year-on-year (YoY) in the first two months of 2021.…
Read More 2 minute read OOther News All the talk of K, W and U shapes was premature… the recovery is V-shaped29 March, 20211.8K views The US equity market reached its pandemic lows almost exactly one year ago on March 23rd, 2020. Following…
Read More 2 minute read OOther News Things are looking brighter for the US economy in 202122 March, 20211.9K views The Fed dramatically raised its economic forecasts last week at its monthly rate decision press conference. With President…