News

How Windy Is It . . . ? Monday, 14th July 2014 – No.88

So, how windy was it last week?
It was fairly benign. There were no real shocks against expectations. The meetings and minutes from the Bank of England and Federal Reserve respectively, added to the sense of an uneasy calm; no shocks were forthcoming, there is however, a vein of uncertainty run-ning through the bedrock of the global economy.

Read More
How Windy Is It . . . ? Monday, 30th June 2014 – No.86

So, how windy was it last week?
It was a week with scattered showers and bursts of sunshine; uncertainty in forecasts has left investors worried, as forward guidance starts to lose its credibility and we move environments from Goldilocks to Emperor’s New Clothes. This segues nicely as we look back at Mark Carney’s first year at the helm of the Bank of England (BoE) and the founder of forward guidance.

Read More
How Windy Is It . . . ? Monday, 16th June 2014 – No.84

So, how windy was it last week?

In what was supposed to be a relatively quiet week, we had one of the heads of a central bank taking the headlines. This was a Moment of Significant Influence, as our own Mr Carney replaced ‘forward guidance’ with ‘fore-warned guidance’!

Read More
How Windy Is It . . . ? Monday, 9th June 2014 – No.83

So, how windy was it last week?

We have the winds of change blowing across Europe, with the head of the European Central Bank (ECB), Mario Draghi, announcing a draft of measures to combat deflation and quicken the economic recovery. It was nearly two years ago that the president of the ECB famously declared to do “whatever it takes” to preserve the Euro and the Eurozone, and now after two years of ‘talking-the-talk’, we are finally getting the ECB to ‘walk-the-walk’ and that is most definitely a Moment of Significant Influence.

Read More
Page 30 of 40« First...1020...2829303132...40...Last »

Sign up to our newsletter