May 22, 2017
The Silver Bullet | Is the Reflation Trade Over?
The global reflation trend that started last year has hit a wall. Inflation expectations are falling back. Bond yields and...
Keep readingMay 22, 2017
The global reflation trend that started last year has hit a wall. Inflation expectations are falling back. Bond yields and...
Keep readingMay 4, 2017
As the fog of war dissolves after elections, the contours of a new political equilibrium are emerging across Europe.
Keep readingMarch 31, 2017
The time has come, the Walrus said, To talk of many things: Of shoes and ships and sealing-wax...
Keep readingMarch 23, 2017
Alice: How long is forever? White Rabbit: Sometimes, just one second. Alice in Wonderland, by L. Carroll
Keep readingMarch 8, 2017
Hey now, baby Get into my big black car Hey now, baby Get into my big black car I want...
Keep readingFebruary 20, 2017
Negotiations on Greek debt are once again about to take a tortuous turn. Today, the Eurogroup meets to decide on...
Keep readingFebruary 6, 2017
Europe is just uninvestable, a fund manager declares, while carving a slice of roast lamb over dinner in Mayfair. With...
Keep readingJanuary 1, 2017
"We are not in deflation. The macro projections show that inflation will indeed be negative for several months this year...
Keep readingDecember 14, 2016
Always make the audience suffer as much as possible. Alfred Hitchcock
Keep readingNovember 15, 2016
Since this summer, we have warned investors of a turning tide in global bond markets, due to less dovish monetary...
Keep readingOctober 31, 2016
I used to think that if there was reincarnation, I wanted to come back as the president or the pope...
Keep readingOctober 12, 2016
I want it to give British companies the maximum freedom to trade with and operate within the Single Market ...
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