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Recent Commentary

  • Risks, therefore, prepare for opportunities over the next six months
  • Easy start for Warsh as Fed Chair, but it won’t always be that way
  • The ECB may raise rates! Then what?
  • Lessons from a quick, painful, history of modern day Fed Chairs
  • Out with the old, in with the new
  • Why unblock the straits when you export six million barrels a day?
  • Yet again, the UK economy has confounded forecasters and critics, as UK GDP has considerably exceeded consensus forecasts.
  • Equities – too far, too quick, fear of missing out?

Recent Posts

  • Risks, therefore, prepare for opportunities over the next six months
  • Easy start for Warsh as Fed Chair, but it won’t always be that way
  • The ECB may raise rates! Then what?
  • Lessons from a quick, painful, history of modern day Fed Chairs
  • Out with the old, in with the new

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