My predictions for the next few months. […]
Europe faces macro storm clouds this autumn My predictions for the next few months
european union
Cliff edges and slippery slopes: tough times lie ahead for the UK Our political insider on the last week in UK politics
Our political insider on the last week in UK politics. […]
The View from Berkeley Square My latest thoughts on the outcome of the UK general election
The UK general election is over – but what happens in the property markets now? Robert Fowlds gives his thoughts. […]
A view from the inside Our political insider Adrian Pepper on the recent developments in Westminster
Our political insider Adrian Pepper on the recent developments in Westminster. […]
Can UAE emerge as an aircraft leasing hub? Plus my thoughts on Central Europe and the dollar
I was stunned to read a Boeing report that forecasts that the global passenger jet fleet will more than double to 45,250 by 2035. Given that almost 20,000 of the world’s in-service aircraft will be retired or converted to freighters in the next decade, Boeing forecasts at least $3 trillion in financing for 40,000 odd […]
Fixing the broken housing market? Our political insider Adrian Pepper gives his view on recent developments in Westminster and the property markets
You wouldn’t think it from listening to the BBC, watching Sky News or ITN nor from reading the Daily Express. But as negotiations on Brexit continue, the UK and EU may find they can strike a grown up and wide-ranging deal after all. It could be rather an anticlimax for all those politicians and commentators […]
What next for G-10 currencies and crude oil?
The euro, the French stock market, OAT-German debt interest rates spreads, the Volatility Index (VIX) and the ghosts of Vichy, Oradour and Algérie française convince me that Emmanuel Macron will be the next President of France on Sunday. So I see no reason to abandon my euro bullish strategy even though the single currency has […]
France’s election and global financial risks
The French election is a game changer for global financial markets for multiple reasons. One: the worst case scenario of far right (Le Pen) and far left (Melenchon) as second round candidates for the Elysee Palace on May 7th is no longer a systemic risk. This was the reason the Chicago Volatility Index (VIX) plunged […]
