Market Thinking

making sense of the narrative

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Month: January 2020

Does Huawei deal actually mark the start of a new UK industrial strategy?

The row with the US over the UK’s commitment to continue to use Huawei systems for its 5G roll out has filled the column inches not already consumed with the CoronaVirus. It’s not as if the US is using national Read more…


CoronaVirus and Markets

Showing great journalistic foresight, my friends at the Australian Financial Review asked early last week if I would mind making my regular monthly column about the CoronaVirus rather than the previously agreed topic. This I duly did, here. Of course Read more…


As you were…

The traders got handed their script for the New Year nice and early, with the dramatic escalation by the US of the tensions with Iran. However, while the spike in Brent following the unrest in the Middle East did not Read more…


Market Thinking December 2019. 2020 Vision.

If 2018 was ‘the year when nothing seemed to work’ in Equity markets, then 2019 was the year when everything seemed to, with many indices closing at all time highs and the villains of 2018 becoming the heroes of 2019. Read more…