China Archives > Monogram Capital Management Ltd

Seeking an end to the turmoil

June 12, 2022June 12, 2022 Charles GillamsChina, Debt, Economy, Employment, energy, inflation, interest rates, labour markets, Opinion, UK

this is a photograph of a desert road, with the words written above : never reaching the end?

This market turmoil feels interminable, as asset markets stumble to find a firm footing and churn relentlessly. Instinct says that’s a time to buy. But there is so much happening, as this multi-year trauma unwinds, it is quite hard to […]

He who pays the piper

April 2, 2022April 2, 2022 superadminCentral Banks, China, Economy, energy, Federal Reserve, inflation, interest rates, Opinion, UK, USA

a map of russian oil pipelines with pictures of pipes super imposed on it - in house collage - illustration for an article by charles gillams - he who pays the piper

A very strange quarter: the FTSE100 was up, in sterling terms the S&P 500 was up, and the Russian Rouble ended where it was just before the Russian invasion. Short term dollar interest rates are nicely positive at last. So […]

All kinds of everything

November 21, 2021November 21, 2021 superadminCentral Banks, China, Federal Reserve, us federal reserve, USA

three pots - with the middle one lidded - denoting the investment pots of monogram capital management ltd

We move towards the end of the year with a great deal of challenging uncertainty and big calls to make, on inflation, China, US Politics, whether interest rates are pegged, and a few political issues. The temptation to sit it […]

Thin ice skaters or savants?

October 10, 2021October 21, 2021 superadminCentral Banks, China, Economy, investment managers, investment markets, regulation, UK, UK Politics

Are we drifting out further from the shore of reason, confident we can slide gracefully back to safety, or do we have insight others lack? Perhaps rates just can’t rise, whatever the inflation rate? If so, they are a paper […]

POWELL / GOVE : DROPPING THE PILOTS?

September 26, 2021October 21, 2021 superadminChina, Federal Reserve, UK Politics, us federal reserve

This is a photograph showing Powell, chairman of the US federal reserve, whose speech is being analysed in the accompanying article, and Michael Gove, UK cabinet member

Jerome Powell looked ill at ease twice at his Wednesday press conference, with neither occasion related to monetary policy. While in the UK, Gove’s sidelining is the end of any chance of reform from this UK government. Oddly when asked […]