Is it time for that four letter word?
To avoid any confusion, the four-letter word (or rather acronym) is TACO (Trump Always Chickens Out)…
The ghost of Jackson Hole
Kevin Warsh’s speech at Jackson Hole at the end of August surprised on many levels. For starters…
Weak jobs data raises doubts on US economic strength
The latest US employment figures have bucked expectations, with a slight decline of 23k jobs reported in July…
Mr Market spoke this week
“Mr Market spoke this week”. So said Alberto Musalem, as reported by the Financial Times¹. The president of the St Louis Fed, who has a seat on the Federal Open Market Committee…
Desperately seeking data and summer lulls
And in the UK, Andy Burnham could take over as prime minister from Sir Keir Starmer as early as next week…
Micron technology on, stock markets off (as is starmer)
The reason behind Micron’s stellar numbers? Datacentre demand for the US$1tn+ company’s memory chips is outpacing supply.
Muted market reaction as UK pm Starmer resigns
Here we go again. News broke on Monday morning that UK prime minister Keir Starmer, has resigned from his role after just short of two years in the job.
Property Review June 2026
Our June Property Review newsletter takes a closer look at what’s happened in the commercial and residential property markets this past month.
Economic Review of May 2026
Our monthly economic review is intended to provide background to recent developments in investment markets as well as to give an indication of how some key issues could impact in the future.
Is it time for that four letter word?