Indicators suggest that something is not right at all
The Bank of England joins the hikers
Mark Carney has signalled that it is time for an interest rate rise. What’s his thinking?
US economy is doing fine – but headwinds are building
US economy has started 2018 in fine fettle, but that just makes us complacent about the inevitable recession that will followUS
The Fed awakens: US interest rates start their rise
First published: Nikkei Asian Review, 17/12/2015
“There’s been an awakening —
Fed risks dropping the reins on US policy
First published: ft.com, 21/09/2015
Yellen must tell markets about the difficult trade-offs it faces
In the past five years,
Market mayhem globally, Credit kleptocracy in China
19th October 2014
This blog is a sort of exhale after the market mayhem that began just over a week ago –