Market Thinking

making sense of the narrative

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Category: UK

The UK economy isn’t (quite) as bad as you think

One of the big problems in this information age is the use of heuristics, or short cuts (a point made very eloquently by Daniel Kahneman in Thinking Fast and Slow) which can lead us to make decisions on what is Read more…


It’s always about cash flow

The immediate impact of the emergency cut in rates by the Band of England has been to cap sterling’s strength against the $ and compound its recent weakness against the Euro in a race to the bottom on relative cash Read more…