Market Thinking

making sense of the narrative

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Tag: Balance sheets

November Market Thinking

The US Election looks to have gone to Biden, even though it also looks like it is going to the courts. In some ways, what is more important is that the failure of the widely predicted ‘Blue Wave’ to appear Read more…


Inflation is about Balance sheets.

The following is based on an article submitted to the Australian Financial Review, hence the bias towards Australia and UK in the commentary. Their site is behind paywall and the following is also unedited (by them). We have long used 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…