Can slowing money growth stall markets? City Talk It’s fashionable for central banks to be more cautious in the West. TheFederal Reserve is busy putting up interest rates. Many forecast a move up from 2 per cent to 2.5 per cent this year and a further move to 3.25 per cent next year. Meanwhile, the US central bank is also reducing its own [...]
Oil and gas add to current market worries City Talk Recent rises in the oil and gas price worry some in the markets. Will they trigger more inflation? Will there be supply interruptions given the US wish to sanction Iran, given the troubles in Venezuela, and the growing hostility of the West towards Russia? We think there are stresses, but not ones which need become [...]
The changing face of world shares City Talk The US market represents more than one half of the total quoted wealth in world shares. It is, however, a very different pattern of wealth holdings from previous decades, reflecting the huge changes underway in business models and customer preference. Looking at just how much the index has changed is a good way of mirroring [...]
Trade deficits and tariff wars: Rows to get worse before they get better March 20, 2018 In 2016 the US ran a deficit of $505bn on trade in goods and services, according to the World Bank. Germany ran a mighty surplus of $277bn on her trade, whilst China sold $250bn more goods and services than it bought from the rest of the world. Some economists see this as good news for [...]
Financial planning: Tax efficient investing February 20, 2018 The start of a new year is the perfect time to start reviewing your financial arrangements to make sure that you paying only as much tax as you need to. In order to ensure your finances are in the best possible shape for you and your family, follow our guide to maximising your tax efficiency [...]
