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Trump’s tariff tease
20th October 2024 |
As Trump pulls away in the polls, his economic and trade policy proposals get taken more seriously by the financial markets and by other countries. How might they react to a Trump tariff? Or is it possible there won’t be a Trump tariff at all? Continue Reading -
Lies, damn lies and statistics
13th October 2024 |
With the US elections less than one month away, I suspect financial markets are likely to spend more time watching the associated political drama than analysing economic data. So, I’ll buck the trend this week and take another one of my occasional “deep data dives” and see what, if anything, I can find that others Continue Reading -
Energy’s roaring comeback
6th October 2024 |
Following a lengthy, large decline, oil prices have spiked higher in recent days, perhaps due to developments in the Middle East. This could, in turn, push inflation and interest rates higher again, the last thing that a slowing global economy needs. The risk of a stock market correction is still growing. Continue Reading -
An evening in Covent Garden
29th September 2024 |
From a global conference in Dublin to an evening of guest presentations in Covent Garden, it has been an exciting two weeks here at Southbank Investment Research. Meanwhile, much of the world remains afire and gold just keeps going higher. Continue Reading -
The Fed cuts rates. So what?
22nd September 2024 |
The US Federal Reserve finally cut rates this week, giving stock markets a bit of a lift. It is a mistake however for the markets to expect too much from the Fed, or from any central bank for that matter. Continue Reading -
The stock market smells trouble
15th September 2024 |
On the menu this week: ❖ Is the recession already here? ❖ The stock market smells trouble ❖ Conspiracy Corner: The Key to Watergate ❖ On the radar… This week the UK’s Office for National Statistics published the July GDP figures. They showed 0% real economic growth during the month. Yes, that’s only one month Continue Reading -
It was 25 years ago today…
8th September 2024 |
When it comes to political drama, 2024 is a year that just keeps on giving. Continue Reading -
London’s £50 noodle shop
1st September 2024 |
Returning from holiday is sometimes a shock. That was the case for me this year, but not for the reasons you might expect. Continue Reading -
Is Kamala Harris under the influence of a Russian agent?
25th August 2024 |
The rumours have been swirling for years. It’s why she can’t keep staff. It’s the secret reason she doesn’t take questions or hold press conferences. Continue Reading -
An all-time high in the US dollar gold price
18th August 2024 |
The US dollar gold price closes at an all-time high, the media turns on hydrogen and AI interferes in the US election. Continue Reading