Premium Insights

Regular articles that provide the latest accounts on recent political decisions and economic data, as well as identifying potential mid to longer-term risks for your investments.

Buy membership to access full articles

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,

Read more >

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.

Read more >

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;

Read more >

Beware the Mouse

ECB day, and all through the house, no creature was stirring, not even a mouse. Yes, today is supposed to be the day that the unexpected QE junkies at the European Central Bank hit the off switch and go cold turkey.

Read more >