Yup – it doesn’t rank as the most enthralling of topics, but there are some folks who are obsessed by it. Now if they work in the investment/economic milieu there may be an excuse for that, but if they are in the real world, it may be time to seek help. Why does itContinue reading “People to avoid at Parties No. 86 Someone who actually knows what an inverted yield curve is”
Category Archives: Central Banks
Dad’s Army on the outlook for Global Financial Markets
Wall Street, Davos, Walmington-on-sea – all major financial centres. We checked in with the members of the local Home Guard platoon to get their views on the near-term outlook for global financial markets. Captain Mainwaring Now look here men, I can’t tell you that it’s going to be easy. On the contrary it’s going toContinue reading “Dad’s Army on the outlook for Global Financial Markets”
Fund Managers – Brave New World
2018 was a tough year for fund managers. Markets were unforgiving and saved a lot of the angst for the last month of the year. Performance suffered and what the Financial Times labels “flowmaggedon” , where we saw very hefty outflows from funds across a wide range of asset, combined to hit the P&L accountsContinue reading “Fund Managers – Brave New World”
The Central Bankers’ Christmas Party
‘Twas the night before Christmas And all through the Central Bankers’ house The governors were snuggled up and fast asleep With no more interest rates left to announce The up piped young Mark Carney “This is all too quiet, I say Let’s have a Central Bankers’ party For tomorrow is Christmas Day!” SoContinue reading “The Central Bankers’ Christmas Party”
