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

  • Bill Blain
  • June 29, 2022
  • 12:56 pm
  • 0 comments
The UK should lead by spending more on Defence – we can!
Inflation is increasing the burden of the UK’s debt, but it’s been well managed and should not impact as heavily as it might in other highly indebted nations. We can probably afford to spend more – especially in Defence, the primary duty of any state.
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  • Bill Blain
  • June 29, 2022
  • 12:56 pm
  • 0 comments
The UK should lead by spending more on Defence – we can!
Inflation is increasing the burden of the UK’s debt, but it’s been well managed and should not impact as heavily as it might in other highly indebted nations. We can probably afford to spend more – especially in Defence, the primary duty of any state.
  • Bill Blain
  • June 27, 2022
  • 8:55 am
  • 11 comments
The End of American Exceptionalism Has Massive Market Consequences
The US just took another step towards the end of the Age of American Exceptionalism. It will have major consequences on markets and geopolitics. The West has limited time to prepare for some profound changes.
  • Bill Blain
  • June 24, 2022
  • 11:20 am
  • 6 comments
Has Covid Changed the Capital Markets for the Better?
Post-pandemic markets are challenging! We’re juggling multiple crises from inflation shocks, market wobbles and policy normalisation. Markets today are adjusting to the last 14 years of extraordinary monetary policy which have distorted the basis of markets and economic behaviours. Addressing them will be a long-term market challenge.
  • Bill Blain
  • June 23, 2022
  • 9:18 am
  • 4 comments
Blain vs Grass. Pollen Wins.
Forget Covid. Hay Fever is the immediate threat. And it’s whapped me.
  • Bill Blain
  • June 22, 2022
  • 9:36 am
  • 4 comments
Hubris, Tesla and Exploding Pigeons.
Would a Tesla survive a Kamikaze Pigeon attack? Tesla remains the tech stock that’s defying the ongoing valuations reality. Why? Because Musk still controls the narrative – and that may be about to change.
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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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