Chart of the Year: US$, 10-year US interest rates begin to rise
21st December 2016 by

Last year it was the oil price fall.  This year, there is no doubt that the US dollar has taken cen...

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London house prices start their collapse
12th December 2016 by

London’s house market has been slowing for some time, as I noted last year.  The issue is aff...

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S&P 500 volatility close to 43-year lows as uncertainty rises
2nd November 2016 by

Something very strange is happening in US stock markets, as the above chart highlights:   It sho...

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Markets question central bank power as Great Reckoning nears
19th October 2016 by

TIME magazine covers often capture the mood of a moment.  And that was certainly true in February 1...

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Central banks defy slowing global economy by destroying markets’ power of price discovery
3rd October 2016 by

Markets have one main function in life – price discovery.  If I want to buy, and you want to ...

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US 10-Year interest rates suggest Great Reckoning may be near
19th September 2016 by

 “History doesn’t repeat itself, but it often rhymes“, Mark Twain Bob Farrell of ...

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6 impossible things not to believe about oil before breakfast
12th September 2016 by

 “Sometimes I’ve believed as many as six impossible things before breakfast.” Oil...

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Investors panic in “search for yield” as interest rates go negative
7th September 2016 by

Its been a great few months for financial markets.  All the major markets have seen gains, as the ...

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Pensions crisis finally becomes a mainstream issue
26th August 2016 by

It has been 5 years since we first warned of a looming pensions crisis in Boom, Gloom and the New No...

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Suspense rises as Great Unwinding becomes the Great Reckoning
22nd August 2016 by

“There is a distinct difference between “suspense” and “surprise.”  Alfre...

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