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Priti Vacant

Another week passes, another Cabinet resignation. At this rate that would be half the Cabinet gone by, oooh, the next European Council meeting. The details, while relevant to Westminster geeks like yours truly, don’t really matter to international investors. To summarise: One gone for sexual harrassment claims, question marks over several others for the same,…

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Fireworks

With the world’s central banks in contortions to deliver “dovish hikes”, it’s no wonder volatility levels keep falling. Lower-for-longer is the mantra that’s been drummed into us for so long, it’s hard to believe rates could rise properly ever again. In last week’s press conference,Carney was asked last week if the hike was the first…

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It’s Only Words

Blondemoney is this morning listening to the ECB’s Nowotny as he takes great care to explain the ECB have not, and will not, use the word “taper”.  Yesterday Mark Carney said he would like to say this was the first step on a normal hiking cycle but he can’t. Come on boys, spit it out!…

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The Lame Duck and the Unreliable Boyfriend

Two central bank meetings in two days: both considered slam dunks in terms of market pricing. The Fed will do nothing today, aside from confirm the market is right to price ~80% chance of a hike in their next meeting in December; the BOE will hike tomorrow, of which the market is 90% certain. In…

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