Archive for July 2014

Daily Note – 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- Political Turmoil

Summary Markets: Rising equities driven by share buybacks? Ukraine: Political turmoil as government collapses United States: Mixed data but uptrends intact United Kingdom: Retail sales slow down Eurozone: Germany business sentiment rebounds     Good morning, Economic commentators, politicians and… Read More ›

Daily Note- Bubble Trouble

Summary China: Manufacturing activity accelerates in July United States: Investors fear a bubble United Kingdom: BOE minutes suggest no imminent change in tone Good morning, Asset price bubbles come in varying shapes and sizes. The Tulip Mania or Tulipomania was… Read More ›

Daily Note- Toothless

Summary World Politics: Guns come first Markets: Frothy now? United States: Not much inflation anywhere really United Kingdom: Little improvement in the public finances China: Large-cap stocks continue to outperform . Good morning, One wouldn’t expect financial contracts to be… Read More ›

Daily Note – End Game?

Summary Russia: Don’t expect Putin to roll over United States: Initial Claims falls to recovery low South Africa: SARB hikes by 25bp Eurozone: ECB to give banks preliminary stress test findings in September/October Good morning, When you outsource bad behavior… Read More ›

Powered by WishList Member - Membership Software