Tag Gilts

Debt is Not The Problem – Economic Management Is.  

Many market participants fear the rising quantum of Government Debt spells crisis across the globe. Tush and Nonsense. Debt is not the problem – markets exist to price risk. The crisis lies in economic management, and Political Risk!

Thames Water – The Straw that broke the UK’s back?

The Thames Water debacle is shaping up to be a critical “Judder” moment for the UK. Public utility privatisations decades ago have left a legacy of underinvestment and broken services. The bills will be enormous – and crippling - creating a potential investment crisis.

UK political noise will continue to roil markets for the 18 remaining months of lame-duck Sunak.

Around the globe, businesses are wondering about doing business in the UK – the headlines don’t support it. Uncertainty is contributing to domestic inflation, and the sense things need to change. It could even get worse ahead of a new government – which will still face crisis!

Aston Martin and the UK – Who Are We Kidding?

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!

Blame the Media and Remoaners – What next in the UK’s economic saga?

It wasn’t Kwasi’s fault. It was the pinko Media that crushed sterling, The Bank of England and these nasty Remoaners murdered Gilts – says the man shorting sterling… If it wasn’t so serious it would make a brilliant comedy. Perhaps it will.