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Central Banks: A Reminder

A veritable smorgasbord of central bank meetings awaits us this week, from the Big Three (Fed, ECB, BOE) to the more esoteric worlds of Turkey, Mexico and Chile (amongst others). It’s literally the last gasp before they all don their holiday garb and set off into the It’s-A-Wonderful-Life sunset. They may as well already pack…

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What to Expect when you’re Expecting Next Year to be Better

“And so this is Christmas, And what have you done? Another year over, A new one just begun…” With this, John Lennon unhelpfully summed up the existential woe of the joyful holiday period. (And no John, calling it “Happy Xmas (War is Over)” doesn’t make it better). Investor thoughts are turning to what lies ahead…

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Appraisal

Today Theresa and Jean-Claude will sit down for a little tete-a-tete luncheon to assess whether the EU has deemed the UK has made “sufficient progress” to move onto the next phase of Brexit talks. Less of a romantic lunch, more of an end-of-year appraisal then. A bit like when the Global Head of your team…

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All News is Good News

In a world of benign inflation, low interest rates, flat yield curves and no sign of volatility, maybe it’s no surprise that all news is now good news. Even the bad news. North Korea told us overnight that their latest missile launch would put all of continental US within range; US Defence Sec Mattis said…

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Playing Politics

Let’s all give thanks for our central banks today. They are our overlords, saving us from another Great Depression by spoon feeding us with their communications. Namaste. Ah but the appreciation can be tough when they throw in something like the Fed Minutes last night. It was all settling in so nicely for a December…

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