Tag Wage Inflation

Blain’s Morning Porridge Bonds distortion Inflation USA

Inflation? Dead or Resting?

Is inflation dead or just resting? Are rates likely to remain higher for longer, or are we poised on the edge of a bond bull market? Everyone is watching energy and tensions around the Middle East. I suggest we worry about wages as well.

Fed, Gas, Inflation, oil, Wage Inflation
Bill Blain
November 1, 2023
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Bank of England Blain’s Morning Porridge central banks ECB Fed 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.

Energy Costs, Inflation, Rates, Rupert Murdoch, Wage Inflation
Bill Blain
September 22, 2023
4

Flying the Atlantic on Unicorn Poop!
November 28, 2023
Virgin founder Sir Richard Branson is set to cross the Atlantic in a plane powered by unicorn farts. It’s marketing smoke and mirrors. The reality is Sustainable Aviation Fuel is an evolutionary dead end. Solving the Air Travel issue will require lots of capital.Read More »
The Rise of the Right and it’s consequences for Markets
November 27, 2023
Events of the last few weeks highlight a new instability for markets. The Rise of the Right has implications in terms of investment priorities, law and markets, bonds and currencies, multiple consequences and the future outlook for economies.Read More »
Guest Post: Sports – Why it’s the Hot Investment Arena
November 24, 2023
“In yacht racing there is no second.” Sports has become a major investment sector in recent years. An increasing number of funds are focused on sporting opportunities. The appeal, and the possibilities to monetise fans and events is rising. Why invest?Read More »
Why we won’t fix the UK by selling Natwest to irrational retail investors….
November 23, 2023
Jeremy Hunt tried hard to be interesting, but it was all a bit forgettable. An election is coming. How bad will it be? As for selling Natwest to fund UK growth – has Hunt actually considered the outlook for banks as the risk outlook deepens?Read More »
OpenAI’s FUBAR Corporate Governance is a lesson for every Company!
November 21, 2023
Every single business on the planet should be looking at its board composition and corporate governance structure to figure out just how vulnerable they may be. OpenAI’s self-immolation should be a lesson.Read More »