There was some big news over the weekend, with the People’s Bank of China announcing that it was going to allow some flexibility in its exchange rate. The statement from the BoC points to the global economic recovery and domestic…
Recent posts from Anthony Doyle
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China announces increased flexibility in its exchange rate
- Topics
- global economy, inflation
Posted June 21st, 2010
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Much has been made of the fact that the European economy (since the creation of the European Economic and Monetary Union or EMU) has exited the worst recession in its existence. Many have pointed to the early actions of politicians…
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A couple of short youtube clips from Australian satirists John Clarke and Bryan Dawe. We thought it might give you a chuckle before the long weekend. For an explanation of how the financial system works, click here. To gain an…
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To target low inflation or to target high inflation: that is the question
- Topics
- global economy, inflation
Posted March 29th, 2010
Whether ’tis nobler in the mind to suffer The slings and arrows of outrageous inflation, Or to take arms against a sea of inflation expectations, And by opposing end them? Never has Shakespeare been so crudely adapted, but I am…
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Let’s sit down and discuss your performance Mervyn…
- Topics
- CPI, MPC, quantitative easing
Posted December 1st, 2009
Six years ago this month, Gordon Brown, who was Chancellor of the Exchequer at the time, set the Monetary Policy Committee (MPC) an inflation target of 2.0% for the Consumer Prices Index (CPI). Additionally, if the inflation target is missed…
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A Shocking result for the "Merchant of Doom"
- Topics
- AA rated, economic factors
Posted November 5th, 2009
Whilst scanning the local news website in Sydney for the Melbourne Cup winner (it was Shocking for those antipodeans that are interested), I stumbled across an interesting article that features an ex-colleague of mine. Rory Robertson, an interest rate strategist…
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An update on our views on the economy and fixed interest markets
- Topics
- Event
Posted October 30th, 2009
Jim and Richard recently gave a teleconference on fixed interest markets to our clients. In it they address a number of key questions including the outlook for inflation, interest rates and bond markets generally. They also touch on how a…
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Something to keep everyone happy – Bond markets and equity markets outperforming
- Topics
- gilts
Posted September 9th, 2009
The month of August was an investor’s dream, with major asset classes like equities, government bonds, corporate bonds and property producing positive returns over the month. However, like two gunslingers in the American Old West, the equity and government bond…
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What do corporate bond spreads and Usain Bolt have in common?
- Topics
- BBB rated, corporate bonds, News
Posted August 11th, 2009
The rally in corporate bonds this year is reminiscent of Usain Bolt in full flight in the 100m dash at the Beijing Olympics. Historic. Unprecedented. Fast. So just how far have corporate bond spreads rallied? After blowing out late 2008…
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After narrowly avoiding defeat in Cardiff, England won the second Ashes test at Lord’s and is heading into the Edgbaston test match with a 1-0 lead. For those of you not familiar with cricket and this contest, see here. As…
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