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Greed fed by fear and the Fed

It’s been a pretty good ‘pandemic’ for markets, although one doesn’t have to look too far to see what’s been feeding it. What next, the Fed variant?

Liquidity drives prices

Markets try to second guess the Fed, but perhaps all now irrelevant

When governments panic

Q1 GDP – too good?

Currency tail wagging investment dogs

“Normal profits are becoming normal for airlines” – be afraid!

M&S – for once without the flannel

Weaning consumers off the debt fix – maybe

Wazzup – 23rd May 2017