Baby-Boomers cut spending, start saving
21st August 2010 by

Consumer spending is 70% of US GDP. And because US GDP is so large, this means the US consumer is 17...

US 3 year interest rates back to 1940’s levels
18th August 2010 by

High quality 3 year government bond yields are now less than 1%, as shown in the above chart from th...

US junk bond issue hits record as GDP slows
14th August 2010 by

As noted by a blog reader last week, retail investors are throwing caution to the winds. Unwilling, ...

Investment tip of the week
5th August 2010 by

Following on from the blog’s note yesterday, an investment banker reader passed on a similar i...

Asian stockmarkets fall on stagflation risk
15th June 2008 by

I noted earlier this year that China was now exporting inflation, rather than the deflation of the p...

Interest rates to rise by the end of May
14th May 2008 by

Headline interest rates are set by central banks. But the ones that we actually pay, as consumers or...

A tale of two outlooks – part 2
20th April 2008 by

In an early blog last July, I marvelled at the contrast between the then upbeat nature of financial ...

Will lower interest rates help?
7th January 2008 by

A reader has kindly sent me an interesting analysis from Richard Bernstein, Chief Investment Strateg...

One week later
25th September 2007 by

A week ago, I wrote that it would be important to see if ‘the US Federal Reserve can pull a rabbit...

To cut, or not to cut?
9th September 2007 by

One of the benefits of writing this blog is that it provides the opportunity to research behind the ...

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