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...

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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...

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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...

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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 ...

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Will lower interest rates help?
7th January 2008 by

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

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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...

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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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A tale of two worlds
23rd August 2007 by

It used to be said that ‘if the US sneezes, the rest of the world will catch a cold’. Well, the ...

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