Tatton Weekly: Breathing easier for the moment; Trump’s long-awaited budget plan fails to inspire; Zuma’s story draws to a close; Share buybacks and stock market volumes

Mike Gordon

Breathing easier for the moment This week has been quite quiet in the UK. Of note, wages look set to rise more than 3% this year, stronger than 2.6% rise for last year. Subsequently, the Bank of England will probably deliver a rate rise at their March meeting. But we’ll look at the UK in… Read more »

Tatton Weekly: Meteoric stock markets crash back to reality; Accelerating pace of UK rate rises?; A ‘flash crash’ post-mortem: volatility goes “bananas”; Positive ESG Screening – Ethical investing with two return dimensions

Mike Gordon

Meteoric stock markets crash back to reality After the prolonged period of calmly up-trending stock markets (see chart above) the market correction that occurred over the last 10 days was perhaps overdue and did not come entirely unexpected as regular readers will know. As I wrote in my stock market assessment email on Tuesday, many… Read more »

Tatton Weekly: Good news turns bad news – again; UK blues; Earnings season update– Q4 / 2017; US healthcare revolution?; An India Update: Elections, Reform and Chinese Competition

Mike Gordon

Good news turns bad news – again Globally, stock markets finished one of the best Januaries on record only to start February with their worst week for two years. Of course, from a UK investor or rather £-Sterling perspective January 2018 was not such a great month, which is why we are this month presenting… Read more »

Tatton Weekly: Surprises; Trump meets Davos; US$ in a 1985 déjà vu?; US tax cuts and the ‘marginal propensity to consume’; Chinese property and demographic dynamics that matter

Mike Gordon

Surprises Stocks around the globe rose for yet another week while the US$ continued its downward trend. What made the week interesting, however was the change in direction of some variables that many had not expected. In the UK, economic growth for the last quarter of 2017 positively surprised forecasters with a rate of 0.5%,… Read more »