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Elections

  • European Sovereign Credit, Political risk, EU, Politics, UK, Capitalism, Economy, Democracy, Government,
    June 10, 2024

    The Rise of the Right and Where Do We Head From Here?

    Its little surprise to learn how well the Right has done across EU Elections. The UK will vote for the centre, but it’s likely the right will coalesce into a single stronger Right-Wing party post-election. What does it all mean for markets?

    read more
  • Cryptocurrencies, Trump, Political risk, Bitcoin, Politics, UK, Government, Government Policy, USA,
    April 16, 2024

    Truss, Trump and BitCoin – what did we do wrong?

    Liz Trump – now there is a scary thought! Liz Truss is the news again – still in denial. Trump is in court and angry. Crypto shills are talking BitCoin higher on the halving and presenting detailed charts on why it’s definitely going to $300k. Madness stalks the Earth.  

    read more
  • Geopolitics, China, Energy,
    December 6, 2023

    Outrageous Predictions and why 2024 will be about China, elections, oil and conflict!

    Saxo Bank’s Outrageous Predictions are great fun, but the reality is 2024 is going to be about Elections, Oil and Energy Prices, Conflict and how China plays these three forces. China will dominate 2024 – for all the wrong reasons.

    read more
  • Central Banks, Political risk, ECB, UK, Economy, Government, USA, Supply Chains, Russia,
    April 21, 2022

    The economic consequences of the war in Ukraine

    The Ukraine War has catalysed a tsunami of negative economic events around the global economy – and markets are remaining pretty much blind to the long-term consequences.

    read more

categories

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  • Banks
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  • Currency
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  • Geopolitics
  • Gold
  • Government
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The Morning Porridge is not investment advice. It is market commentary based on discussions and information gathered from multiple sources believed to be reliable. No guarantee is given for its accuracy or completeness. It is not an offer to buy, sell or solicit investments or securities. The author may have a position in companies or institutions discussed in this commentary.

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