Tatton Weekly: US$ weakness versus Bitcoin and Carillion; Carillion’s collapse: an earthquake or a tremor?; Germany, Europe and the Euro; UK housing update

Mike Gordon

US$ weakness versus Bitcoin and Carillion Across the mainstream media, the past week’s finance news was dominated by the collapse of construction conglomerate Carillion and the rapid fall of Bitcoin. However, the investment world was more transfixed by the continued fall of the US-Dollar (US$), which is occurring despite the US economy being the home… Read more »

Tatton Weekly: Bullish sentiment begins to ring alarm bells; Corporate earnings season outlook; CAPE and the valuation fear; Poor UK Christmas sales vs booming exports; Cryptocurrencies: definitely cryptic, but not (yet) a currency?

Mike Gordon

Bullish sentiment begins to ring alarm bells The new year is starting up with a dynamic in global capital markets that even the bulk of the optimistic forecasts had not anticipated. This is somewhat at odds with the UK’s domestic situation where another miscalculation by the government’s leadership, resulted once again in the exact opposite… Read more »

Tatton Weekly: 2017 asset class return in £-Sterling; Encouraging kick-off; Geopolitical calming despite Korea and Iran; The UK economy – a fundamental assessment; Commodities come-back?; MiFID II and its impact potential on investors; The “spectre” of Intel’s “meltdown”

Mike Gordon

Encouraging kick-off 2018 has started on a positive note. Despite widespread fears of a capital market upset caused by MiFID II coming into force on January 3rd, all remained calm and equity markets started with a positive week. This latest round of regulatory tightening across the EU’s securities markets will have some longer-term effects that… Read more »

Tatton Weekly: 2017 drawing to a close; Busy week for Central Bankers; Japan: the turnaround story; M&A: Mickey and Amazon

Mike Gordon

2017 drawing to a close As we look forward to the Christmas holidays and the new year ahead, we also tend to look back at what the year past brought us. In particular, in our profession, we look back at how the year actually unfolded relative to the expectations and forecasts we published a year… Read more »