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

  • Bill Blain
  • August 11, 2022
  • 9:14 am
  • 2 comments
Ding Dong, Inflation is dead… but probably isn’t so don’t get your hopes up yet…
The pace of US CPI inflation moderated slightly, but it’s too early for the market to conclude rate hikes are over. There are many imbalances still to resolve – especially in consumer credit. Meanwhile, the new UK premier’s clumsy attempts to blame the BOE raise questions.
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  • Bill Blain
  • August 11, 2022
  • 9:14 am
  • 2 comments
Ding Dong, Inflation is dead… but probably isn’t so don’t get your hopes up yet…
The pace of US CPI inflation moderated slightly, but it’s too early for the market to conclude rate hikes are over. There are many imbalances still to resolve – especially in consumer credit. Meanwhile, the new UK premier’s clumsy attempts to blame the BOE raise questions.
  • Bill Blain
  • August 10, 2022
  • 10:21 am
  • 19 comments
The Geopolitical No-See-Um threat posed by Chips may be less than that posed by Trump.
Chips are a critical component of global supply chains – there are significant geopolitical risks inherent in the concentration of semi-conductor production in Taiwan. However, an even bigger geopolitical risk may have been triggered by the FBI raiding Trump’s lair in Mar-a-Lago.
  • Bill Blain
  • August 8, 2022
  • 10:20 am
  • 2 comments
Confusing Markets: be confident when others are fearful…
So many contradictions abound in current markets, but it’s possible to cut through the noise to discern some probable direction. The old adage of being confident while others are fearful looks one way to approach the current confusion.
  • Bill Blain
  • August 5, 2022
  • 8:29 am
  • 9 comments
Transition Hopes & Confessions of an ESG heretic
Biden’s Tax and Climate Bill is the closest thing to a grown-up energy transition plan we’ve seen in the West. There is a significant risk ESG fundamentalism trips up efforts to reach carbon neutrality – but there are signs pragmatism will win out.
  • Bill Blain
  • August 4, 2022
  • 9:30 am
  • 11 comments
BP Stock Buyback – a missed opportunity, and why buybacks distort capitalism.
BP will use some of its windfall Ukraine Oil Spike profits to fund a stock buy-back. Stock buy-backs are appropriate is some limited circumstances, but generally they distort the way capitalism is supposed to work, undermining good companies and sound corporate governance.
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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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