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, […]
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 […]