Author’s photo. Bundi, Rajasthan A fast start to the autumn: now rates have turned, how high do they go, energy markets, bloodlust, the old lessons, how stupid was the Afghan expedition? Taiwan Semi. Hardly was my ink dry last week, […]
Hunting bird – edited from in house photograph Well, that was a splendid summer, at least if you were not caught in the office. Did anything happen? Not obviously; the US kept growing, Europe kept stagnating, the Far East kept […]
The new normal, more Old Labour, what is a ‘handle’, will property ever revive, how durable is the renewables bounce? When do numbers matter to us ? Same old It looks like the new normal is no Middle East peace, […]
Burnham as the continuity Labour candidate, markets rotating through assets at dizzying speed, seasonality, and higher interest rates must come. You must win, in order to rule The Labour Party for much of the last century was a recognisable progression […]
Burnham’s rise, market implications, new Federal Reserve, interest rate expectations. And inter galactic speculation, up like a rocket… New Governor, Old Rates In US Fed Governor Warsh we get a real economist, even if inevitably with an Ivy League law […]
Keoladeo – five islands receding in a bird sanctuary in India – a fading bigger picture. A messy market, with the tech bulls in charge, but deep uncertainty as the first half starts to wind down. A new Antwerp? We […]
Mind the clutter is the message from the UK local elections, and markets rotating. The local elections highlighted Starmer’s inability to fight another general election, but perhaps not more than that. They also demonstrated Kemi can’t win either. Indeed, it […]
The divide between the fortunate aggressor, and the so-called middle powers, or spectators, between those with strategic foresight and the price takers, is stark. The year’s early exuberance in Europe and the UK has gone, reverting to the old confused, […]
The impact of the Iranian War, what Reform is not, casting about for crumbs: levels to think about buying. How bad? The War has few impacts on the USA: like any bombarding fleet, it can after all, just sail away. […]
Rachel Grieves, Orcs and Goons, China’s paradox, soft budgeting and where the Great Reform Act went wrong – a gloomy calm. Weakness through strength The China paradox was neatly laid out by George Magnus, author of Red Flags*, at a […]