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Tatton Weekly – 27th July 2018

Japan’s yield curve dilemma Bank of Japan (BoJ) governors meet next week, amid reports that they are considering changing certain key aspects of their monetary policy. Since 2013, the bank has used a host of unconventional measures to spur inflation…
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Tatton Weekly – 20th July 2018

A technical view: are markets about to go risk on? It’s been a funny year so far, swinging from extreme optimism at the start of 2018 to the other end of the spectrum, making markets jittery and increasingly sensitive to…
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Tatton Weekly – 13th July 2018

As good as it gets? Investment strategy update The past week was incredibly busy at Tatton’s headquarters in the heart of the City of London. It was investment committee week during which we look at many, many macroeconomic and capital…
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Tatton Weekly – 6th July 2018

Why we should expect the Bank of England to raise rates Bank of England governor Mark Carney was upbeat about the UK economy this week. At a speech in Newcastle on Thursday, the BoE chief said that “the incoming data…
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Tatton Weekly – 29th June 2018

Emerging Markets: US$ and China dragging the pack down Emerging market (EM) investments have been under strain recently. Wednesday delivered a fresh blow, as both EM currencies and equities took a dive, seemingly prompted by fears over trade tensions with…
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Tatton Weekly – 22nd June 2018

Bank of England’s hawkish non- rate rise £-Sterling spiked on Thursday after the Bank of England’s (BoE) Monetary Policy Committee (MPC) appeared more hawkish (inclined to raise rates) than markets expected. The MPC voted in favour of maintaining interest rates…
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Tatton Weekly – 15 June 2018

G7 becomes G6 + 1 Drama at the G7 summit in Canada earlier this week. After US officials initially supported a communique which committed the participants to “fighting trade barriers”, Donald Trump pulled his endorsement after a spat with Canadian…
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Tatton Weekly – 8 June 2018

Precarious balancing act: Brexit, the BoE and Housing Tension on the Brexit front this week. On Thursday, Theresa May faced off with Brexit secretary David Davis over her EU “backstop” proposal, which was published after their talks. If no trade…
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Tatton Weekly – 1 June 2018

UK economy – political doldrums create noticeable drag Whether having voted Remain or Leave, the lack of meaningful progress in Brexit talks and the effect this has on the UK economy is not good news. The Italian Job Italy’s political drama not…
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Tatton Weekly: 25th May 2018

Trade Trumplomacy: Advantage China Trade relations had a rollercoaster ride over the past week. On Monday US Treasury Secretary Mnuchin said the US and China were putting the trade war “on hold” while the framework was being discussed which buoyed…
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