Market Thinking

making sense of the narrative

Browsing:

Tag: Europe

Market Thinking September

The back-to-school-trade in markets is not to look at the short term forecasting uncertainties around the Delta Variant of Covid, but rather to consider the medium and longer term implications of the latest twists in the New Cold War and Read more…


The UK approaching end game

The extra-ordinary activities in the UK House of Commons continue to drive the narrative about the UK – which as noted the other day has been dominated by an assertion that ‘No Deal’ will presage some mighty economic disaster. For Read more…