Archive for September 2014

China Syndrome

Summary China activity data slows United States: Consumer looking up Russia: Central Bank on hold Eurozone: Industrial growth returns   Good morning, Along with the Scottish election and the Federal Reserve meeting, one of the overarching themes in trading this… Read More ›

Putin’s War

Summary New Punk Economics Geo-Politics: The Russian – German alliance? Eurozone: Spanish wobbles United States: Inventory build slows in July China: Inflation slows in August Good morning, For my latest thoughts on the big European picture, I urge you to… Read More ›

China Rising

Summary Alibaba and the 40 Thieves? China the largest economy in the world? Germany at it again in July United States: USD continues to rally Implication of Super Dollar Good morning, Yet again the financial press is getting its knickers… Read More ›

Too close to call

Summary Scots go alone? United States: Payrolls disappoint in August China: Record trade surplus in August Week ahead: US consumer in focus Good morning, My grandparents, Bobby and Sadie Mc Williams, emigrated to Ireland during the War of Independence from… Read More ›


Summary GBP weakens as Scottish Independence vote nears United States: Manufacturing sentiment accelerates in August United Kingdom: Construction sentiment improves . . . Good morning, Since Alex Salmond formally announced his intentions to hold an independence referendum this year, there… Read More ›

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