I just found my best reason to sell Nvidia, confirming we’re at the top of the market. What might come next? How about 20-years of rising inflation, rising rates and a global commodities super-cycle as nations scrabble to secure future strategic resources?

September is the start of the final 3-month rush to complete deals this year – it’s the busiest, most frenetic period of the financial year, and often the most dangerous for markets. What potential shockers lie around the corner?

Markets are shrugging off yesterday’s wobbles, but is it really over? The next few months are likely to remain volatile, fraxious and stressful – and we still don’t know what No-See-Ums are lurking in the background – but we can guess...

Trump has chosen his VP – JD Vance is an interesting choice. What does it mean for markets? Will we see a return to a new political stability, or is it confirmation it’s time to think long and hard as the global economy de-dollarises?

It was once holy scripture that government bonds were the risk-free-rate from which all risks were priced. In the last decade markets have changed. The bond market is increasingly hollow and thin. The reality is few folk outside bonds pay attention – central banks set bond rates. Good or bad thing?

Despite the robust US economy, the market’s prime concern remains when and how quickly the Fed will ease interest rates. What if they don’t? We’re heading into a new normalised post GFC interest rate environment, and long-term higher rates will be a good thing!

The nations of the West face crisis: how to fund vital infrastructure and critical defence spending without upsetting bond markets? They are worrying about the wrong things. Time to rethink government spending and how to do it.

The well-respected head of the UK’s Debt Management Office, Sir Robert Stheeman, retires this year. His successor will need tact, diplomacy and technical experience to maintain the DMO’s reputation for handling the Gilt Market. Continuity is paramount, and one candidate stands out for the role.

Let the games begin. 2024 is going to be… interesting. Whether its consumer debt, corporate default rates, banking worries or sovereign bonds there is plenty to be pessimistic about. The optimists think it’s going to be Goldilocks – what do they know I don’t?

Is it just me that finds Christmas and the Holidays to be overly stressy? They will be over too quick, and we’ll all be back as confused as ever. Here are some thoughts and predictions for 2024. The one thing I guarantee: The World is Changing.