News: 31 March 2025
Spring has sprung and that means the UK government’s Spring Statement has been released. Like with anything it’s a balancing act and should really offer no surprises after the Autumn Budget.
News: 24 March 2025
Germany passing its new infrastructure and defence spending plans is enormous news. In absolute terms, the EUR500bn that has now been officially approved for infrastructure is not dissimilar to Joe Biden’s (somewhat ironically named) Inflation Reduction Act. However, since the population of Germany is almost equivalent to that of just two of the most populus states (California and Texas) the per capita spend is even more significant.
News: 17 March 2025
A lot has happened over the last few weeks. The consensus view appears to be that the market is concerned about possibly weakening growth in the US. There has also been a change in rhetoric from the government.
News: 10 March 2025
News: 03 March 2025
News: 24 February 2025
I strongly feel that reading company results is the best way to get an insight into the goings on of the market. The ONS, IFS, BRC and other TLAs (three letter acronyms) have good insight, but there’s no replacement for hearing what’s going on directly from the horse’s mouth.
News: 17 February 2025
One of my favourite behavioural studies is a group of people being given a picture and a description of a young man. He wears glasses, he’s introverted, doesn’t have many friends and lives with his parents. He is at university and the group are asked to guess what course he is on. A high percentage of them say computer studies.
News: 10 February 2025
What a week in the US! Beyonce won album of the year at the Grammys, the Eagles won the Superbowl, and Trump tariffs take their first swing.
News: 03 February 2025
With the Donald Trump once again dominating the headlines (this time on tariffs) one could be excused for consulting an AI assistant about what to write on this week. If one did, a closer look at how DeepSeek sent shockwaves through financial markets would likely be the recommended subject to go for. So here we go.
News: 27 January 2025
As we all know, there is a star-spangled banner hanging over the oval office reading ‘under new management’. Unsurprisingly, given the personality and polarising politics involved, Donald Trump’s executive orders (several of them signed on day one) are a major talking point in markets.
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