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interest rates

Unforgiven

July 5, 2026July 18, 2026 CharlesGillamsinterest rates, investment markets, UK politics

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 […]

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Madness Takes Control

June 21, 2026 CharlesGillamsGlobal issues, interest rates, investment markets, Opinion, UK, USA

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 […]

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Bitcoin in the Bekaa

February 8, 2026February 10, 2026 CharlesGillamsGlobal issues, interest rates, Opinion

Chaos. Noise, with old systems falling apart. A deeper look at currencies and means of exchange, including bitcoin, and what is the UK Labour Party up to? Why are stock markets so high, with the Dow breaking 50,000, from 25,000 […]

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Round-up

December 12, 2025January 25, 2026 CharlesGillamsGlobal issues, interest rates, investment markets, Opinion, UK

The turn of the rate cycle, the waning of the West, stochastic staffing. Plus, the strategic benefits of Slav-on-Slav violence, the end of Zip Car, of the Bill Gates Climate Office, and new life for Round Up. The trend stayed […]

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Blowing bubbles

October 5, 2025November 29, 2025 CharlesGillamsinterest rates, investment markets, Opinion

We take a look out from the COVID saga, and bubbles are apparent, but fiscal expansion and falling rates persist.  Fuel for the fire The extraordinary COVID crisis saw everything shut down, except fresh government borrowing, then everything was released, […]

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  • Unforgiven
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  • TIME TO STEP BACK
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