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Focus on the Big Questions

As you might expect for a student of politics, philosophy and economics (also known as “General Studies”), the current state of play is about as exciting as it could possibly be.

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The Power of the Pen

It’s a busy week, with Fed, BOE and BOJ meetings, not to mention latest payroll and ISM data from the US. Throw in the PMIs and flash Eurozone CPI data,

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Shouting is OK

So, now we have the battle lines drawn for this year. Global reflation on the one hand; protectionism on the other. One boosts growth; the other reduces it. And within each growth scenario,

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Aaaaaand relax

Much as he might hate this, it’s not all about Trump. The fact is that the global economy was already on a reflating trend before his election. Curves were steepening from early October and after a well-earned Christmas break,

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The Court of Public Opinion

The reaction and even anticipation for today’s Supreme Court ruling on the UK government’s triggering of Article 50 is a salutary tale for the markets. Yay, they thought, this is an actual event with a specific time and a binary outcome!

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