Tag Inflation

Higher for Longer – Markets Could Struggle With the New Reality

The Bank and The Fed have served notice they will remain vigilant – higher for longer! Markets would be wrong to expect early easing. Wage Inflation and Energy remain very real threats over the medium term – it may trigger volatility as markets understand the new reality.

The Best of Times and Worst of Times; The US, UK and Climate Threats

The widening gulf in the outlook for the US and UK economies is stark. UK housing and the mortgage markets are a rising threat – but maybe we are looking at the all the wrong things as the Climate Crisis (oh, yes, remember that) comes back into focus.

Bank of England confirms sticky inflation and reflation, and the big lesson from the Ukraine war.

Two parts this morning: What the Bank of England actually said, and The Big Lesson from the Ukraine War is simple: “Things are seldom as bad as we fear, but never as good as we hope.” Global geopolitics and markets have taken a knock, but will coalesce around whatever new global links emerge.

Inflation, Debt Ceilings, Trump.. Oh no.. here we go again.

“Curiously, the only thing that went through the mind of the bowl of petunias was; Oh no, not again..” Inflation is what inflation is.. Prices are still rising, Central Banks are watching, the US debt ceiling crisis will distract us all, and Donald Trump remains… “extraordinary”. All feels a bit unstable.

Opportunities are all about confidence, so what fears will a record Gold Price trigger?

Don’t assume inflation is licked, don’t assume interest rates will stop rising, don’t assume there aren’t further bank failures to come, don’t assume politics and society will cope well, but don’t assume it’s all end of the world. In periods of financial uncertainty there is opportunity…