Tag Archives for " globalisation "


BTFD or STFR depends on what game you think is really being played out there in markets. The recent bounce in equity prices on the apparent reversal in the Fed’s QT narrative together with an improving narrative on Chinese tariffs and now hopes for a reversal in Brexit, notwithstanding the resounding defeat of Theresa May’s […]

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“Carney warns fall in migrant workers could push up wages and inflation” – Doh!

“There’s an old saying. Don’t piss down my back and tell me it’s raining” (The Outlaw Josey Wales – 1976)   The headlines, such as the one above from the Guardian may have juiced up the point a little, but underlying the attempted prevarication in his recent speech on Globalisation and inflation, this is pretty […]

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