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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? […]

Some Big Calls

April 1, 2021October 21, 2021 Charles GillamsChina, Opinion, UK, USA

First posted on 7th February 2021 US Markets: The ‘no-Trump’ response We may learn a little about markets from the curious absence of Trump. We had been confidently told that without him the US stock markets would fold, and as […]