Tatton Weekly: End of globally synchronised growth upswing; Why does China matter?; US update: Rate rises while economic growth is slowing?; Brazil back in Crisis: Pitfalls of EM Investing; Oil: Can OPEC contain US shale but keep prices stable?

Mike Gordon

End of globally synchronised growth upswing At the end of weeks like this, I tend to struggle with the prospect of writing about the economy and global investment opportunities. However, it is not the purpose of these pages to pass comment on what may have made our world as divisive and lacking in moral restraint… Read more »

Tatton Weekly: Trump trade reversal – sign of things to come?; Brexit pains – or ordinary economic fluctuations?; Public purse or private wealth: Re-nationalising the utilities?; Q1 earnings – fairly valued or overvalued?; Insurance accounting rule changes: Another nail in the coffin of annuities?

Mike Gordon

Trump trade reversal – sign of things to come? It’s always the same. The moment you comment on an anomaly in the markets, it either ends or is significantly challenged. Last week, I wrote about the eerie calm in the stock markets. This week, Trump’s got himself into so much trouble with the opposition and… Read more »

Tatton Weekly: Political volatility vs. market calm; Euro-bears’ focus shifts to Italy; Japan legalises Bitcoin payments; Solid company results drive up corporate confidence

Mike Gordon

Political volatility vs. market calm The sigh of relief could be felt across all media channels last Sunday evening, when it became clear that the polls had been correct and France had chosen the moderate Emmanuel Macron over ultra-right, nationalist Marine Le Pen. However, short term investors who had bet their money on this outcome… Read more »

Tatton Weekly: Megaphone politics calming the stock markets?; the UK & EU ‘divorce’ settlement; China ‘hard landing’ fears return

Mike Gordon

Megaphone politics calming the stock markets? As we also learned during the week from the US  central bank’s April meeting statement and the latest employment figures, the Q1 economic deceleration is most likely just as transitory as it has been the previous two years. With unemployment dropping to just 4.4%, much additional economic stimulus from… Read more »