Boris apologised – but is it too late? Resolving the innumerable crises facing the UK requires political focus, and less of the politically expedient indignation being displayed in parliament. It won’t make anything better, threatens further destabilisation, and diminish the UK’s global competitiveness..
Markets are up and down, and the noise is focused on Covid, Central Banks, Inflation and Tech stocks. But… perhaps the big risks lie elsewhere. Where are Geopolitics headed? Faceoffs in Ukraine and Taiwan have the potential to completely derail markets.
Inflation is the market’s theme today. Markets expect it, but are they prepared? Inflation doesn’t necessarily spell disaster, but it will force change in the way we think about markets – and Tech will likely be the sector that feels it most!
Lots of small signals, rising rates, a tech wobble, Covid vs freedom, China’s Covid crisis and the anniversary of the Capitol riot make for a rich stew of confusion in today’s markets!
Guilty is Guilty, but Theranos still raises a host of questions for investors – how to trade risk, opportunity and due diligence, and who and what can you trust?
