Market Thinking

making sense of the narrative


Category: Central Banks

Risk Parity and the Gig Economy both under threat

There is nothing so bad that politics can’t make it worse Thomas Sowell When the virus scare began we noted that there would be two important components to calling the bottom from a market perspective; first that the rate of Read more…

Buying the dips to selling the rallies?

In the last post (Market Thinking February) we noted how the traders were anticipating an interest rate cut, which duly arrived to much ‘surprise’, but that we were nervous about a shift in sentiment by long term investors who would Read more…

The New BoE governor needs to be a technocrat.

The UK press are once again discussing the candidates for the next Governor of the Bank of England, focussing primarily on the political ‘suitability’, but I would put in a plea that we need to see a technocrat rather than Read more…