Archive for September 2014

On the margins

Summary HK, Spain & Greece come to our attention United States: Nothing much going on United Kingdom: Housing slowing quickly? Eurozone: German inflation normal! Eurozone: Hans-Werner Sinn ‘ ‘ Good morning, Neymar with a hat-trick and Messi with a brace… Read More ›

Occupy!

Summary Geo-politics: The year of the street. Currencies: USD strength rattles markets United States: Yanks spending again! Eurozone: Where is La Dolce Vita? United Kingdom: Brits in or out? ‘ Good morning, When the good and normally placid people of… Read More ›

Taking a dip

Summary Equity markets wobble Eurozone: On the canvas United States: All good on the ground Turkish: Whose side are you on? Good morning, Equities were hit hard yesterday in the worst session since July with every sector down at least… Read More ›

All Out of Options

Summary Draghi talks down the Eurozone economy Eurozone: Manufacturing sentiment weakens United Kingdom: Demand for home loans strong United States: Regional manufacturing looking good ‘ Good morning, Who has less credibility now, Mario Draghi or Louis Van Gaal? Both arrived… Read More ›

Caution Merger Ahead!

Summary Economy: In praise on farming Markets: Trends in M&A this year United States: Existing Home sales slow China: Manufacturing sentiment rebounds ‘ Good morning, This morning I find myself at the ploughing competition in the middle of Ireland. It’s… Read More ›

Victoria’s Secret

Summary The US: Victoria’s Secret, steep curves Geo-politics: Obama’s disasters G20: Eurozone’s Liquidity Trap Ukraine: Economy ruined, Germany worried Week ahead: Eurozone data to the fore ‘ Good morning, I am just back from a quick expedition to Southern California… Read More ›

Scotland votes No!

Summary Scotland decides to stay with the Union United States: Mixed economic data United Kingdom: Retail Sales increase in August Eurozone: Weak initial take-up for TLTRO ‘ Good morning, Scotland has voted against independence, after the result in Fife, where… Read More ›

Mixed Messages

Summary Mistakes in the Middle East? Yellen sends a muddled message United States: CPI slows in August United Kingdom: MPC talks down the growth outlook Eurozone: Final August CPI comes in above expectations ‘ Good morning, As I write to… Read More ›

For Queen & Country

Summary United Kingdom: House prices continue to push higher United States: FOMC Preview United States: Produce Input costs fall China: Central Bank turns the taps Eurozone: Business expectations stabilise in September Good morning, The UK and Irish betting company Betfair… Read More ›

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