labour markets Archives > Monogram Capital Management Ltd

Into Broad, Sunlit Uplands?

September 18, 2022September 18, 2022 Charles GillamsFederal Reserve, inflation, interest rates, labour markets, Opinion

This week has included a major but baffling fixed interest event in London. And we include some thoughts on the novelty of a conservative prime minister for the Conservative party – but first, the shape of the coming recession. Who […]

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 […]

THERE IS NO SANITY CLAUSE

December 19, 2021December 19, 2021 superadminCentral Banks, Economy, Federal Reserve, inflation, labour markets, UK, UK Politics

This is a collage image - the left hand side says no sanity claus, and the right hand side is a photograph of a tree wrapped in a quilt. It is an illustration of the article on investments written by Charles Gillams called 'there is no Sanity Clause'

Three big topics this week from three central banks, all of whom look to be in a muddle, with their knitting all jumbled up and highly implausible. Entirely predictable inflation meanwhile threatens to sweep them off their path, as they […]

Caution: Bumpy Road ahead

October 24, 2021October 24, 2021 superadminCentral Banks, Employment, inflation, labour markets, Opinion, UK, us federal reserve

Puzzle: World markets have whipsawed in the last few weeks, from high anxiety to an almost beatific calm. The VIX volatility index has dropped to pretty well a post-pandemic low. Which should mean we all agree, but on what exactly? […]