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The Only Way is Up

Although yesterday the Martian gave us a lovely and not-at-all-green perspective on why stock markets are at all time highs, the reality is that future expectations should be starting to shift. A smart BM reader pointed out that the recent rebound in inflation, particularly as picked up in the Manufacturing PMI data, could be down…

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More all time highs for stock markets, and more worries about whether we’re in a bubble or when it’s due to pop. Now, Blondemoney isn’t an equity valuation expert (DCFs and NPVs just don’t float my boat like macroeconomics), so cannot pass judgement on whether current valuations are sensible or not. But let’s just step…

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Thought for the Day

Last night Blondemoney attended the retirement drinks of a loyal reader (and fabulous markets person to boot). Everyone agreed we were all older, not wiser, but definitely wider. In such a reflective mood, not to mention caffeinated, today’s missive contains some thought-provoking charts with which to send you into the weekend… “Dancing on the rim…

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Incremental Change

Quite often in financial markets we are prepared for the step change. The day a company announces their results; the day a debt payment is unexpectedly missed; the day a central bank hikes rates. Lately, we have had to get used to the day of an election result. Sometimes the step change isn’t an exogenous…

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Slow, Slow, Quick, Quick, Slow

The reversal lower in EUR/USD is surprisingly calm, given that we now know: the Germans face months of coalition-making, with talks only expected to start in earnest once the Lower Saxony election takes place on Oct 15th Yellen will be making a speech today at 5.45pm London time which should reaffirm her

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