Good news emanates from the Middle East this week. Although one can’t help thinking a ceasefire won’t have much longevity, let’s hope so. Oil prices fell on the news.... read more →
One of the aims of my weekly updates is to try and make sense of what’s going on around the world. We do our best to decant news in... read more →
A relatively short update today after the lengthy Budget overview and last week’s evaluation of the US election. So far, market-wise, it’s been the US versus the rest of... read more →
A Trump victory was marginally anticipated by the markets but there was a fair degree of repositioning of assets across international markets in the days leading up to the... read more →
In previous updates, in the lead up to the Budget, I’ve suggested that the Chancellor’s Autumn Budget was likely to be nowhere near as bad as the headlines and... read more →
The tension and speculation is building, and in some quarters, so is the fear as we approach the UK Budget on the 30th of this month and the US election on the... read more →
