Swift Action by the Fed and around the globe has averted a major tech catastrophe, but the Silicon Valley Bank debacle highlights failure and further crisis to come. Hard Hats Stay On!
Markets are in a fluster over US banks, but that’s not the real problem. There is a looming crisis about to roil markets stemming from inflated valuations in the Private Asset sector. This is going to get really messy. Hard Hats on!
Analysts and big money say it’s time to reinvest in China on the back of growth and rising prosperity. But global headlines point to rising geopolitical confrontation which could see China sanctioned, or even a hot war with the US. The real issue may be China’s rapidly declining demographics.
Make the world a better place by enabling women on International Women’s Day! And, Bond Markets need to a rethink.
Aston Martin’s extraordinary rally on the back of a F1 podium place squeezed out the shorts as fans backed their belief by buying the stock. The reality for the UK is bleaker – the UK budget next week (March 15) will do little to inspire global enthusiasm for the decaying economy. The UK needs something visionary and new!
There is nothing as dangerous for markets as directionless markets and a deep threat board. Place your chips accordingly…
- Amazon, Blain’s Morning Porridge, Brexit, Businesses, Capitalism, Data, Economy, food, Government, Government Policy, Politics, Regulation, UK
Labour Leader Keir Starmer has announced growth is a core mission for the next UK government. He should look how Clarkson’s Diddley Squat Farm and the threat to obliterate my village of Hamble with a wholly unnecessary gravel quarry demonstrate how the UK’s local planning and over-regulation stifles growth, hope, and expectations. The process isn’t fit for any purpose. Bureaucrats have anything but the interests of local people in mind. Big money walks all over them.
Nearly a year on Ukraine is unbeaten. How will it end, and how will markets react? Putin is upping the stakes, hoping he can bluff and threaten his way to a result. It’s not about Ukraine surviving, but what happens if Putin loses badly and Russia collapses as a failed state. Sanctions don’t work – what else can the West do?