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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 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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Bright Light for PIIGS is the Match Sparking the Barbecue
The delayed reaction to the ECB’s three year long-term repo operation has provided a powerful boost to peripheral government bond markets. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Jan 31, 2012 at 2:15pm
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Dr Pepper’s Guide to 2012 – What’s the Worst that Can Happen? – The Four Horsemen of the Apocalypse
Today is the anniversary of the birth of Rabbie Burns, while we celebrate with offal food, it is worth reflecting on his poem “to a mouse”, which contains the verse “but Mouse, thou art no thy lane, in proving foresight may be in vain. The best laid plans o’ mice an’ men, gang aft agley. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Jan 26, 2012 at 4:22pm
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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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