energy 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 […]

DETONATION OR ROTATION

February 19, 2022February 19, 2022 Charles GillamsEconomy, energy, inflation, interest rates, investment markets, USA

Two big market forces are at work just now, one is rotation out of the low interest rate winners, to wherever we go next, the other might be something more spectacular. Enough of the market still sits in the “don’t […]

NO NEWS?

January 9, 2022January 9, 2022 Charles GillamsEconomy, energy, Federal Reserve, inflation, interest rates, Opinion, UK Politics

This is an illustration showing a dog running towards a woofle bear, a character created by Martin Speed, an illustrator. The purpose of the image is to illustrate the text of a post by Charles Gillams, where he mentions the phrase 'not my dog', regarding inflation expectations.

Staying on the sidelines till Burns Night still remains rather attractive. Christmas as ever brings thin trading, a lot of speculation and some brutal repression or natural disaster, in a far-off land. Although these days ‘far off’ could include Lille […]