Daily insights, analysis and explanation of the key themes and events driving global financial markets

  • Bill Blain
  • July 23, 2021
  • 9:10 am
  • 0 comments
To predict Europe’s future read some Japanese history..
The ECB has tweaked the words and now has low interest rates forever, and a new mandate to “tolerate” higher inflation. What will it achieve? To answer look at the failed 30 year experiment in Japan and the multiple parallels. The outlook for Europe as a global economic and innovative powerhouse looks shaky.
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  • Bill Blain
  • July 23, 2021
  • 9:10 am
  • 0 comments
To predict Europe’s future read some Japanese history..
The ECB has tweaked the words and now has low interest rates forever, and a new mandate to “tolerate” higher inflation. What will it achieve? To answer look at the failed 30 year experiment in Japan and the multiple parallels. The outlook for Europe as a global economic and innovative powerhouse looks shaky.
  • Bill Blain
  • July 22, 2021
  • 9:18 am
  • 0 comments
Markets are ignoring the new inflation reality
Markets have entirely recovered after their wobble earlier this week, but it’s based on a simple belief: central banks will stand behind markets. Investors are increasingly convinced inflation threats are irrelevant – and they are wrong to do so. Inflation risks are growing from immediate climate change, the costs of rising environmental instability and inflation leaching out of financial assets into the real economy.
  • Bill Blain
  • July 21, 2021
  • 12:53 pm
  • 15 comments
An Open Letter to Lutz Schueler, CEO of Virgin Media: Congratulations on your success in cutting out customers!
An open letter congratulating the CEO of Virgin Media, Lutz Schueler for perfecting the art of completely ignoring customers.
  • Bill Blain
  • July 21, 2021
  • 9:08 am
  • 2 comments
Markets and how Tech is going to kill us all
Markets are fretting. Up one day and down the next? Do they believe in the dire fundamentals or inflation threat, or keep buying Central Banks juicing the markets? Never mind; hot disruptive tech stocks can only ever go up… But where do they eventually lead us? I suspect Tech will eventually kill us all…
  • Bill Blain
  • July 19, 2021
  • 8:46 am
  • 2 comments
Freedom? Markets and Climate Chaos
Its “Freedom Day” in the UK, but it feels same as, same as. Bond markets look stressed, but freak weather is raising the probability government intervention dwarfing the scale of the pandemic may become necessary. There will not be a gradual, ordered progression to a new higher temperature climate.  Instead… the reality looks like high-cost chaotic freak-weather events becoming increasingly common.  The cost could hit trillions.
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Daily analysis and explanation of the key themes and events driving global financial markets from Bill Blain, Market Strategist, Shard Capital.

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