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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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Just do it – MOF to demand BOJ support for currency victory
The Yen has peaked on a trade weighted basis and against the US Dollar and is expected to weaken significantly during April. The basis for this forecast is the political necessity for currency weakness at the start of the new fiscal year. More
Grant Peterkin
Senior Portfolio Manager, Co-Fund Manager
Mar 29, 2012 at 12:00pm
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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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The First Horseman – The White Horse: Conquest – US Banks VS Economics
I watched the Lamb open the first of the seven seals. Then I heard one of four living creatures say in a voice like thunder “come and see!” I looked, and there before me was a white horse! Its rider held a bow, and he was given a crown, and he rode out as a conqueror bent on conquest. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Jan 30, 2012 at 3:53pm
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Italy is Just the Tip of the Debt Iceberg
Italy has had a torrid time over the past month, yet over the past week its benchmark 10yr yield rose by just 9bps to 6.41% having reached a peak of 7.56% prior to the resignation of Prime Minister Berlusconi and passage of further draconian austerity measures. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Nov 16, 2011 at 3:39pm
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Why doesn’t the DMO redeem the War Loan?
Bond Vigilantes have an interesting post up wondering if the DMO will redeem the war loan. After a moments reflection I have to wonder, why wouldn’t they? It’s seems to be a clearly profitable trade. More
Adam Purzitsky
Senior Quantitative Portfolio Manager, Co-Fund Manager
Nov 10, 2011 at 11:42am
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Won’t Get Fooled Again – Pension Deficits Double Dip
The Pension Protection Fund published its latest health check for defined benefit pension funds yesterday and its conclusions provide bad news for finance directors. The aggregate deficit of the 6,533 schemes in the PPF7800 index increased sharply from £8.3bn at the end of June to £67. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Aug 11, 2011 at 10:14am
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S&P Choose Debt over Democracy in a Pale Imitation of the Thirties
Last week’s fiscal package was the least that the politicians could have achieved in terms of both short and medium term austerity. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Aug 8, 2011 at 2:58pm
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