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Burnham

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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TIME TO STEP BACK

May 24, 2026 CharlesGillamsAI stocks, Global issues, investment markets, Opinion

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 […]

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  • Aspects of the ‘New Normal’
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