How Windy Is It . . . ? Monday, 25th March 2013 – No. 026

So, how windy was it last week?

Budget Special – I’ve always wanted to type that as a title, although most of what I read in the newspapers on Thursday morning could have been condensed into a page of A4* rather than the typical 26 pages of broadsheets.

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How Windy Is It . . . ? Monday, 8th April 2013 – No. 027

So, how windy was it last week? Firstly, welcome back and I hope everyone had a great Easter. We have now put the first quarter of 2013 behind us, along with the wintery weather I hope.

Last Windy Report I finished with another entry to Moments of Significant Influence (MSI), where I looked at the simmering developments over the banking system in Cyprus. Two weeks on and it is as if nothing had really happened. That worries me and if you care to read my Quarterly Review, which will be issued this week, I look at the euro area in a lot more detail.

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How Windy Is It . . . ? Monday, 15th April 2013 – No. 028

So, how windy was it last week? It was another week of records being broken with the Yen weakening to ¥99 per US Dollar for the first time since May 2009 and the markets in the US hitting new highs. We had the publication of the Federal Open Market Committee from the Federal Reserve which alluded to the potential easing of their monetary easing program. Economic data published since their meeting has seemingly worked against an early exit, all of which seems to have been good news for equities.

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How Windy Is It . . . ? Monday, 22nd April 2013 – No. 029

So, how windy was it last week? We had the tragic events in the US with the bombings of the Boston marathon and the explosion of the fertilizer plant in Texas. It takes events like this to put everything back into perspective.

Turning my thoughts back to the markets, I was looking for the earliest indications of how first quarter growth figures would be received. What I saw was the iconic safe haven asset class that is gold crumbling downwards in its biggest drop in three decades.

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How Windy Is It . . . ? Monday, 29th April 2013 – No. 030

So, how windy was it last week? It felt fairly calm, with the UK avoiding a ‘triple dip recession’ with growth in the first quarter at an eye watering 0.3%. However, the spectre of a ‘triple dip’ is not completely dispelled as the growth figure is only an initial estimate and first quarter revisions have tended to work out lower, if the past is to be used as any sort of a guide.

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How Windy Is It . . . ? Monday, 13th May 2013 – No. 031

So, how windy was it last week? Well the equity markets continued to relentlessly grind higher, buoyed on by some positive data on US payrolls and Chinese trade, while cuts by the European Central Bank and Australian Central Bank have highlighted the continued policy commitment to do whatev-er it takes to generate growth.

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