The financial sector has understandably been a hot topic over the past few years and is a subject we’ve blogged about at great length. Given the constant newsflow around the sector, and of course due to popular demand, Ben Lord…
Monthly Archives: November 2011
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I saw a very interesting article in this weekend’s Financial Times discussing the London property market. Ed Hammond cited data showing that Greek and Italian citizens have accounted for more than 10% of London property purchases so far in 2011….
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In this heightened atmosphere of risk aversion, the high yield market as a whole has been far more discriminating when it comes to any poor fundamental performance from individual issuers or sectors. This has led to some large relative moves…
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Inflation remains a hot topic here in the UK. The latest numbers out last week showed CPI had risen by 5% over the year. This is only 3% above the Bank of England’s target rate. If inflation remains at this…
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Ben and Mike attended a very informative recent lunch featuring two of the top bods at the UK’s Office for National Statistics and hosted by the excellent Alan Clarke (ex BNP Paribas UK economist, now at Scotia Bank). They thought…
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People are still wondering what caused the big surge in Italian and Spanish government bond yields back in July that lurched the Eurozone debt crisis into the current very serious phase (eg see here). I suspect that, if anything, the…
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Today’s FT launches on the significant headline of record low gilt yields (see here). Within the article it discusses a number of issues from quantitative easing to Bill Gross’ famous quote regarding the UK “resting on a bed of nitroglycerine”…
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There’s a very interesting article in the British Airways in-flight magazine this month by Tim Harford, also known as the Undercover Economist in his FT column. In it, he points out that Benford’s Law showed that Greece’s reported macroeconomic statistics…
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PMI data indicates that Eurozone has sunk into recession. Now what?
- Topics
- Eurozone
Posted November 4th, 2011
At the beginning of this year our team sat down and had a collective brain dump about long term big picture themes. To be honest we do this on an intra day basis anyway, but for some reason at…
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Why you shouldn’t just read the headlines on US unemployment
- Topics
- unemployment, US
Posted November 3rd, 2011
Everyone is familiar with the deterioration in US labour market. Figures out today show that the unemployment rate has more than doubled to 9.1% from its pre-crisis low of 4.4% in 2007. The question is how accurately does the unemployment…
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