Gotta love the Japs

Summary QE to infinity! BOJ goes for it Eurozone: German CPI heads lower again United States: Upside surprise to Q3 GDP ‘ Good morning, My God, it’s all going on now! Halloween is full of surprises and the Bank of… Read More ›

Recent Posts

  • Changing Gear

    American Muscle Cars

    Summary The Fed: Changes gear United Kingdom: Rate expectations dimmed Eurozone: Easing in financial conditions? ‘ ‘ Good morning, The Fed put its foot on the accelerator yesterday, but then thought better of it. However, the sense that it may… Read More ›

  • The End of an Era?


    Summary The Fed: QE ends with a whimper The Fed: Steady as she goes. United States: Consumer confidence at a 7 year high United States: Reasonable house sales & not much need for hysterics Good morning, Despite the gloomy data… Read More ›

  • No Stress?

    Stressed Banker 2

    Summary Eurozone: Digesting the bank stress test Eurozone: Greeks playing games Ukraine: Vote more trouble with Russia United States: Mixed data to start the week United Kingdom: Q3 GDP in line with expectations ‘ Good morning, The main headline from… Read More ›

  • Blurred Vision


    Summary US growth concerns fade United States: Better data all round United Kingdom: Solid Retail Sales for September Eurozone: Better German business confidence ‘ Good morning, The first case of the Ebola virus has been reported in New York, the… Read More ›

  • The reach for yield


    Summary Stocks rebound Equities: Valuations and macro fundamentals solid? Commodity Prices: Supply issues the killer United States: CPI somewhat stronger than expected China: PMI rebounds in September Good morning, While the bond markets might be scenting some deflation in the… Read More ›

  • ECB=QE?

    Euro Cash

    Summary Eurozone: ECB buying corporate bonds? Eurozone: Pressure mounts for fiscal stimulus United States: Existing home sales rebound United Kingdom: Public sector borrowing higher than expected ‘ Good morning, European equity and bond markets jumped higher on headlines that the… Read More ›

  • Still Turbulence

    Plane Storm 2

    Summary Equities: Watch for more buybacks Equities: US equity yield reasonable High Yield: It’s gonna’ keep selling Eurozone: French and Italian budgets China: Hong Kong still dominates data ‘ Good morning, Spare a thought for fellow travellers this morning as… Read More ›

  • Yellen as Springsteen


    Summary US: Fanfare for the common man. US: It’s earnings, not jobs US: Solid data to end the week Russia: Real wage growth slows in September Ukraine: Agreement reached with Russia on Gas ‘ Good morning, After a week like… Read More ›

  • Panic, what panic?


    Summary Markets: The Fed wants a sell-off Monetary Policy: Working through asset prices Risk assets: Value returning? United States: Good economic data all round China: Better loan demand Good morning Again I am writing to you from 35,000 feet. This… Read More ›

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