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- Francois Hollande – Rouge for Danger 0 comment(s)
- Liquidity Provision vs Stimulus: Understanding the difference between QE1 and QE2 (and twist). 1 comment(s)
- The Fed and the lukewarm gruel of growth 0 comment(s)
- Dr Pepper’s Guide to 2012 – What’s the Worst that Can Happen? – The Four Horsemen of the Apocalypse 0 comment(s)
- Fixed Income debate replay – Chris Bowie and Stuart Thomson provide their views on the sector 0 comment(s)
- Blackadder 5 – Baldrick’s Cunning Plans for Greece 0 comment(s)
- The First Horseman – The White Horse: Conquest – US Banks VS Economics 0 comment(s)
- The French presidential election – a point of inflexion for European politics? 0 comment(s)
- Just do it – MOF to demand BOJ support for currency victory 0 comment(s)
- Politicians Trying to Sell PIIGS in a Poke 2 comment(s)
- Politicians Trying to Sell PIIGS in a Poke 2 comment(s)
- Why doesn’t the DMO redeem the War Loan? 0 comment(s)
- 2012: Jeux Sans Frontiers – Markets With Tears 0 comment(s)
- Liquidity Provision vs Stimulus: Understanding the difference between QE1 and QE2 (and twist). 1 comment(s)
- Santa Claus Doesn’t Exist and Neither Does Unlimited ECB QE 0 comment(s)
- Italy is Just the Tip of the Debt Iceberg 1 comment(s)
- Bright Light for PIIGS is the Match Sparking the Barbecue 0 comment(s)
- Dr Pepper’s Guide to 2012 – What’s the Worst that Can Happen? – The Four Horsemen of the Apocalypse 0 comment(s)
- Fund Me or I will Shoot – Greece Puts a Gun to its Head 0 comment(s)
- OBR not OBN, but still VILE 0 comment(s)
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Francois Hollande – Rouge for Danger
As expected Francois Hollande has triumphed over Nicolas Sarkozy in the French presidential elections and his Socialist Party is favourite to emerge as the leading party in next month’s parliamentary elections. More
Stuart Thomson
Chief Economist, Co-Fund Manager
May 10, 2012 at 3:29pm
0 Comments
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The Fed and the lukewarm gruel of growth
The US economy expanded at an annualised rate of 2.2% during the first quarter of 2012. At least it was above 2% and is likely to be revised slightly higher over the next couple of months. More
Stuart Thomson
Chief Economist, Co-Fund Manager
May 8, 2012 at 4:46pm
0 Comments
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The French presidential election – a point of inflexion for European politics?
Most opinion polls point to a victory for Francois Hollande over Nicolas Sarkozy in the forthcoming French presidential election. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Apr 18, 2012 at 11:38am
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Budget preview – the big squeeze and the little squeeze
Rating agencies assessments from Fitch and Moody’s provide a timely reminder that neither the economic nor political cycles favour any material relaxation of fiscal policy in the UK. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Mar 20, 2012 at 3:53pm
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Bank Deploys Operation Crunch
The Bank of England’s Monetary Policy Committee duly provided the additional £50bn worth of conventional gilt purchases that the market had been expecting at its February meeting, although two external members, Adam Posen and David Miles had wanted a larger amount of £75bn and some others ha More
Stuart Thomson
Chief Economist, Co-Fund Manager
Mar 6, 2012 at 11:25am
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OBR not OBN, but still VILE
The Office for Budget Responsibility has lost its OBN as it has cut its forecast for 2011 from an initial forecast of 2.1% to 1.7% at the time of the March Budget and further to 0.9% in the autumn statement. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Nov 30, 2011 at 9:45am
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Fund Me or I will Shoot – Greece Puts a Gun to its Head
It’s Greek economy suicide watch day 700; the decision to call a referendum on its draconian austerity program is surprising to say the least and it takes a Panglossian investment bank to put a positive spin on this decision. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Nov 2, 2011 at 9:27am
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