Market commentary

Any colour they want, as long as it's black

Blain's Morning Porridge  - 19th February  2019 "Any customer can have a car painted any colour they want, so long as it is black." Reasons to be cheerful….? Can't really think of anything this morning. Just more snapshots on why we should remain nervous. Nervous is good. Happy would make...
More emerging market central banks cutting rates than raising

More emerging market central banks have been cutting interest rates in recent weeks than are raising them, analysis by NN Investment Partners (NN IP) shows. The NN IP EM Monetary Policy Stance Indicator has been in positive territory since January 14, signifying that on balance, more EM central...
Brother, can you spare a dime?

Blain's Morning Porridge  "Once I built a tower, now it's done, Brother, can you spare a dime?" Another fascinating weekend… It's a holiday in the US, and much of UK is off for school half-term. I'm still trying to digest the importance of last week's news about Amazon pulling out of its...
Blain's Morning Porridge 

"Not as glamorous as Brooklyn, as cool as Staten Island, or as private as Manhattan… "  Bit of a jolt to stock markets yesterday – US retail sales crash, trade war concerns, slowdown in China, stagnation in Germany, and a growing realization all these things plus a modest earnings...
The end of the A-380


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