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Recent Porridge

Higher for Longer – Markets Could Struggle With the New Reality
September 22, 2023
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.Read More »
Debt is Not The Problem – Economic Management Is.
September 21, 2023
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!Read More »
U-Turn on Net-Zero Raises Serious UK Market Risks
September 20, 2023
Rishi Sunak’s U-Turn on Net Zero is politically expedient, but raises serious long-term questions about the investibility of the UK economy and its place in the world, but… hey, it might just win them some votes (just don’t let your kids know!)Read More »
The Market has no Memory when it comes to Bank Capital
September 19, 2023
It’s International Talk Like A Pirate Day, which will make it interesting for UBS trying to persuade once-bitten, twice-shy investors to buy new AT1 CoCo Bond after what happened to Credit Suisse investors.. “Arrr… You know it makes sense, young Jim-me-lad… Shiver-me-timbers… “Read More »
Why the UK? Things are going to Get Interesting
September 18, 2023
It’s been a “meh” year for the UK markets, but they’re marginally up on the year. The outlook for a rusted economy, crashing discretionary spending, and an imminent housing collapse looks bad. As the UK electoral cycle kicks into high gear.. markets are in favour of change.Read More »

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Complacent Goldilocks Got Eaten by Bear