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Tatton Weekly – 14 September 2018

Trade war or trade truce? According to reports this week, Treasury Secretary Steve Mnuchin has extended an invitation to the Chinese government for the resumption of trade negotiations. Officials in Beijing are now working on the details of a meeting…

Tatton Weekly – 7 September 2018

Brexit Fudge Sterling went for a ride on Wednesday. After concerns over the lack of Brexit progress turned investors sour on the currency in the morning, a report containing much needed good news precipitated an almost-immediate 1.2% jump against the…

Tatton Weekly – 31 August 2018

UK: Good news is bad news is good news For once, there was a double dose of Brexit positivity this week. Brexit Secretary Dominic Raab told Parliament that he was confident a deal with the EU is “within our sights”…

Tatton Weekly – 24 August 2018

Regional surprise Which region has surprised economists recently? Regular readers will know we look at Citi’s “surprise” indices for regional economy data, which measure how various aspects of the economy have lived up to economists’ expectations.* The chart below shows…

Tatton Weekly – 17 August 2018

Turkey: Will Europe’s sick man infect others? Turkey’s ailing economy has been one of the main emerging market stories this year. While 2018 has been hard for all emerging markets (EMs), few countries have received as little love from investors…

Tatton Weekly – 10 August 2018

No-deal Brexit? British media and currency markets were shaken this week by comments from UK trade minister Liam Fox over the potential for a ‘no-deal’ Brexit. The “intransigence” of the Eurocrats in Brussels has left the chance of the UK…

Tatton Weekly – 3 August 2018

The BoE and the Housing Market The Bank of England (BoE) raised interest rates to their highest level in nearly 10 years on Thursday. The bank’s Monetary Policy Committee (MPC) voted unanimously to put rates up to 0.75%, saying that…

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…

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…

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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