by Charles Penn | Apr 23, 2019 | News
ECB stimulus U-turn leaves markets unimpressed Last week, we wrote about the impressive 25% market recovery the Chinese stock market had witnessed since the beginning of the year. This week, the Chinese leadership demonstrated that it dislikes stock market exuberance...
by Charles Penn | Apr 23, 2019 | News
£-Sterling ‘applauds’ prospect of Brexit delay The last week of February was void of significant economic or monetary market drivers, which left global investors to observe the political news-flow. The US President and UK’s Theresa May were therefore quickly...
by Charles Penn | Apr 23, 2019 | News
Progress? We prognosticated in January that we thought it likely that the impossible US President Trump would reach a trade deal with China before the hapless UK prime minister would achieve a constructive divorce settlement with the EU. This week both issues appeared...
by Charles Penn | Apr 23, 2019 | News
Investment perspectives for different Brexit outcomes As the market recovery resumes, Trump and Brexit will determine its longevity Corporate earnings: Sunny first, potential for drizzle later Corporate earnings growth is underpinning the ongoing recovery, but can it...
by Charles Penn | Apr 23, 2019 | Uncategorised
Spring time from here? It is quite incredible how much investor sentiment has changed over the past 4 months. At Christmas, equity markets had suffered a decline from their September highs, which had many market commentators suggesting that the end of this prolonged...
