Serious investment thinking that doesn’t take itself too seriously.
Leading economists share their thoughts on money, rates and prices
As “problems” go, being told you are on a very long waiting list to buy an expensive Rolex, is up there as the foremost, of first world “frustrations”. Well, we need keep the Rolex Problem in mind when considering the “problem” of Trump’s tariffs hurting the UK automotive industry. For be in no...
Because Hyperbole is such easy clickbait, so many of those pushing economic “views”, are incentivised to lace these to the very extreme. Have, that is, titles and content of such...
Powell says "enough" and there are some interesting questions about what happens next, but I can think of at least one camp that's very, very happy. Rates go down, and then what?...
"The Old Lady of Threadneedle Street” is the affectionate nickname of the Bank of England, as respected an institution as Britain ever had. Calling something as “safe as the Bank...
At the core of the UK’s many economic problems the new government must address is the unaffordability of housing for the bulk of UK workers.
The S&P500 realized volatility is below 10%.
Credit spreads are super tight, and aside from some short-lived European political drama markets keep marching higher. Yet, I think macro volatility is coming back.
Since the start of 2024, numerous well-known restaurant chains have announced sizable closures and incrementally more drastic restructuring efforts. TGI Fridays has closed...
Housing and Taxation: The self over all others Whilst taxes levied on UK residential property are never out of season for the "water cooler conversation", the discussion is...
In today’s dispatch: banks are lending lessbanks are also generating less revenue, and NIM continues to slide (for now)are Zombie banks good?bank exposure to non-bank lending is...
Many, too many, have stood where I stand. Many more will stand here too. The markets have been casting a wary eye on rising CRE losses – figuring these may trigger a renewed bout...