Press coverage

Kondratieff on Brexit

One of the worst problems with Brexit, as far as I and many other Britons are concerned, is that it has put us in conflict with each other. Even families are...

I caught up with Chris Watling from Longview Economics on Tuesday, and as always he had some interesting ideas and charts. He says:

We have seen the second sizeable sell-off this year. The SP500 has dropped -7.80% in October (so far), not quite matching the fall of -11.8% in Jan-Feb 2018. The volatility can be an opportunity,...

A sustained rise in the 10-year Treasury yield matters a great deal for US equities and in particular for technology, very much the leading sector of Wall Street’s ageing bull run.

The US stock market has hit Twin Peaks in the last week. First the S&P 500 reached the longest bull market in history by some measures (I've already said my piece on why I think this is wrong, but...

A point that is often lost in the trade war rumblings between the US and China is that Chinese economic growth is overwhelmingly driven by domestic consumer spending and not much at all by exports....

While absolute valuation has limited use for timing cyclical bull and bear markets, it does provide insights into market sensitivities to challenging (or indeed positive) economic environments. Added...

With the football world cup in full swing and already producing a fair number of shock results, investors are left wondering whether the second half of 2018 can deliver a dazzling performance.