Tag Archives: GFC

BLACK SWAN

by in Blog

Though mainstream media may be lacking the will to join the economic dots around the Covid-19, we don’t feel the same constraints. Remember, no real financial reform on the back of the last “GFC” always meant the next one was going to be exponentially worse. But before we go on, let’s acknowledge the “holy grail” […]

EXTRACTS FROM INCREMENTUM

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Well, we can finally see where rising interest rates and inflation have taken their toll – emerging markets. Down 20% since mid May. We can guess there’s probably some worried US Fed bankers right now. Worried that this turmoil will reach US equity market shores very soon. So, it seems the only point for debate […]

VOLOCAUST

by in Blog

It’s not just the start of the week today, but it’s also our first opportunity to welcome you to the start of a new period in financial markets. It’s back. After years of central bank suppression, just like that, volatility came back with a vengeance. Very close to a return to some type of normal… […]

CHARTFEST

by in Blog

You’ll be pleased to hear that today’s note is heavy on pictures and light on dribble/rant words. On the back of the recent US Fed inflation modelling “confusion” (going one way then the other) it’s high time to let the pictures be provocateur! The “pictures” are a little global focused so we’ll quickly join the dots back […]

     

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