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- Why doesn’t the DMO redeem the War Loan? 0 comments
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The shift from false dawns to false dusks in the second half of the VILE decade
We believe that tapering of the Fed’s enormous liquidity programme will begin by the September 18th Federal Open Market Committee (FOMC) meeting at the latest, and the process should be completed by March 2014. This will lead to inevitable speculation over the first rate hike. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Jun 6, 2013 at 12:24pm
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Ignis Rates: Q2 key themes and outlook
It is a truth universally accepted that ultra-loose monetary policy has driven global financial markets over the past five years. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Apr 30, 2013 at 11:44am
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The Autumn Statement – Things can only get Osborne
It was a clever Autumn Statement, which maximised the growth potential of the meagre resources at the Chancellor’s disposal. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Dec 7, 2012 at 4:54pm
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A 25bps refinancing rate cut is the least that the ECB can do, and £75bn the most the MPC can do
The current controversy surrounding Liborgate will not deter the Bank of England’s Monetary Policy Committee from providing maximum support for the economy by agreeing additional quantitative easing of £75bn at today’s meeting. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Jul 5, 2012 at 10:40am
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Mutti Merkel lets the kids stay up an extra hour before lights out
Leaving aside the adroit expectations management, did the European Summit last week make a material difference to the European Sovereign Debt crisis? The simple answer is a modest yes, but these changes were inevitable over the next few months. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Jul 2, 2012 at 5:22pm
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Spain – tilting at broken windmills
Spain has too much debt. According to the Bank for International Settlements total debt to GDP was 356% last year and is likely to show a further sharp increase during 2012. We believe that the government component of this debt will eventually have to be restructured. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Jun 1, 2012 at 4:50pm
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Grexit and the break-up of the single currency is inevitable, but not in the near term
• European politicians are not in favour of its exit, but Greece will inevitably leave the euro
• Merkel is balancing Germany’s self-interest with the Bundesbank’s demands and her own election priorities
• Germany is likely to support the survival of the single currency in the short ter More
Stuart Thomson
Chief Economist, Co-Fund Manager
May 29, 2012 at 9:49am
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