Market Thinking

making sense of the narrative

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Tag: geopolitics

The lamps are going out..

Two of the main drivers to low inflation over the last decade – cheap exports from China and low energy prices from Russia – are both disappearing, meaning at the very least a reset higher in the overall price level. Read more…


In Reply to AEP on China

The comments sections in online newspapers can often be more interesting and informative than the original articles and sometimes as part of the daily research process we comment on articles ourselves; partly to help inform the debate, but partly as Read more…


Market Thinking July 2020

Market Thinking is about making sense of the behaviours of the three key ‘tribes’ operating in markets; short term speculative traders, medium term asset allocators and long term investors. The first group are the most active and use a combination Read more…