Is Stan the Man?

Summary Stanley Fisher’s first keynote speech Eurozone: Economic data continues to slow United Kingdom: Inflation report suggests 2015 for the first rate rise United States: Small business confidence improves in July . Good day, We have long talked about the… Read More ›

Recent Posts

  • Air Strikes


    Summary Eurozone: Draghi talks down the Euro again Eurozone: Poor data weights on sentiment Taiwan: Exports slow, some concern for global growth United States: Corporate earnings exceed expectations once again United States: Data still looking good . Good morning, We… Read More ›

  • Shifting Landscape


    Summary The Middle East unravelling? United States: Trade balance improves United Kingdom: Economic imbalances persist Eurozone: Double whammy of poor data Eurozone: ECB preview . Good morning, With all eyes on the needless loss of young life in the latest… Read More ›

  • Size Matters?


    Summary Investment Ideas: US mid–caps worth a look? Geo-politics: Poles stirring it up? United States: Service sector accelerates in July United Kingdom: Business sentiment boost in July Eurozone: Italian business sentiment slows in July     Good morning, Golfers refer… Read More ›

  • Plugging the Gaps


    Summary Eurozone: Banco Espirito Santo gets its bailout Turkey: Inflation accelerates in July United States: 12 of 18 US primary dealers say Federal Reserve won’t raise interest rates before second half 2015 United Kingdom: Shadow MPC in favour of early… Read More ›

  • Choppy Waters


    Summary United States: Employment growth remains above trend United Kingdom: Manufacturing slows in July Eurozone: Italian & Spanish manufacturing sentiment slows The week ahead: Central Banks to the fore   Good morning, The primary function of investing boils down to… Read More ›

  • Profit Warning


    Summary Profit warnings hit global stocks United States: Employment Costs surge United Kingdom: Consumer Confidence slows Eurozone: The threat of deflation looms .   Good morning, Following a rough day for equities yesterday, it was interesting to note how Asian… Read More ›

  • A step closer to normalisation


    Summary Big Picture: Tipping Point? Argentina: Risk is Risk United States: When good news is bad news? United States: Corporate Earnings exceed forecasts Eurozone: First net easing in credit standards to corporates since 2007 Good morning, Sometimes we arrive at… Read More ›

  • Daily Note – Tick Tock

    Tick Tock

    Summary United States: Looking for an early Fed move United States: Consumer confidence hits a new high United States: UPS Earnings suggest further business investment United Kingdom: Mortgage approvals move higher     Good morning, The current bull market that… Read More ›

  • Daily Note – Behind the Curve


    Summary United States: Market behind the curve Libya: Fighting intensifies United States: Pending Home sales rate of decline improves Eurozone: Italian business confidence slows   Good morning, A few weeks back we wrote about how St Augustine’s plea to the… Read More ›

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