The consumer continues to astound. To spend, to consume, to buy more and more stuff at a time when savings…
Sticky
It’s the time of year for the much anticipated slew of sell-side strategists ‘year-ahead’ pieces, whereby the turning of the…
Flows
Lots of focus this week, in the UK at least less so, perhaps, in the canteen at Twitter, on the…
Morale
Throaty cheers may well echo down the corridors of the Eccles building as news of another round of job cuts…
Squeeze
The violence of the moves across asset prices post the ever-so-slightly-softer CPI print last week, reeked of a squeeze; a…
Gold
Watch what they do, not what they say. Central Banks have been on a hawkish footing all year, out jawboning…
USD
As headlines bulge with news of mid-term elections, high-tiding politicians trading climate focused soundbites across the sun loungers of Sharm…
Housing
House prices are falling. That house prices have spent the past few decades going up, latterly as Central Banks ladled…
Shortages
With the newswires as grim as they are there is a risk of a widespread shortage of fun. Laughter. Mischief.…
Hiking
As markets continue to be in thrall to the posturing and barbed rhetoric of Central Bankers, investors hop from foot…