Market commentary

Easier monetary policy ahead

Rick Rieder, BlackRock's Chief Investment Officer of Global Fixed Income, considers the US Federal Reserve's most recent policy statement. In the past several months the FOMC has transitioned from a tightening bias, to a policy rate pause, and now finally to an easing bias, as economic weakening,...
How bad is summer going to get?

Blain's Morning Porridge As I gaze out the windows of Shard Mansions, I don't have a clue what's up with the weather. It's not raining and it's not freezing… I don't know what it is, but the sky is bright and hurts my eyes. How bad is this latest phase of our scary summer going to get? The big...
Now I am worried

Blain's Morning Porridge "You cannot be serious..." Oh dear.. Now I am worried. The only positive I can discern is it's International Martini Day – Dukes, here we come.. It was a massive Wowser moment on stocks! Donald Trump says he's having a meeting with Xi and the stock market...
Here's to all the filthy money

Blain's Morning Porridge "Here's to all the filthy money and where it went.." Happy Birthday David! Apologies for the lack of commentary yesterday…long, dull boring story involving the Isle of Wight Festival, transport hassles and a whiff of pot on a strike-slowed train... So much to think...
Easing policy too big a statement for Fed

The best things in life are dirty

If even Amber Rudd knows it

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