
24/03/2023
Spoons on the turn?
These results demonstrate how the best-managed and lowest-cost provider in a challenged industry rea […]

23/03/2023
My work here is done, Jay Powell
Powell adopted a more dovish tone in the press conference. It looks like a quarter point and done. […]


22/03/2023
Haven’t they broken enough already?
Whether they raise by 25bps or pause, they will get criticism. […]



20/03/2023
Solvency crisis turns into a liquidity crisis
We can see the vector able to tip the US and the world into a full-blown recession. […]

20/03/2023
House prices return to growth in less busy market – Rightmove | Fortnight ahead

19/03/2023
The Duration Bubble Unwind – Does it end in Tokyo?
Japan would be insolvent if its new central bank governor normalised interest rates. […]



15/03/2023
Equity markets calmer
Attention in the UK will now focus on the Budget statement later today. […]