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- Francois Hollande – Rouge for Danger 0 comment(s)
- Liquidity Provision vs Stimulus: Understanding the difference between QE1 and QE2 (and twist). 1 comment(s)
- The Fed and the lukewarm gruel of growth 0 comment(s)
- Dr Pepper’s Guide to 2012 – What’s the Worst that Can Happen? – The Four Horsemen of the Apocalypse 0 comment(s)
- Blackadder 5 – Baldrick’s Cunning Plans for Greece 0 comment(s)
- Fixed Income debate replay – Chris Bowie and Stuart Thomson provide their views on the sector 0 comment(s)
- The First Horseman – The White Horse: Conquest – US Banks VS Economics 0 comment(s)
- The French presidential election – a point of inflexion for European politics? 0 comment(s)
- Introduction to Chaos Theory 0 comment(s)
- Just do it – MOF to demand BOJ support for currency victory 0 comment(s)
- Politicians Trying to Sell PIIGS in a Poke 2 comment(s)
- Why doesn’t the DMO redeem the War Loan? 0 comment(s)
- Liquidity Provision vs Stimulus: Understanding the difference between QE1 and QE2 (and twist). 1 comment(s)
- 2012: Jeux Sans Frontiers – Markets With Tears 0 comment(s)
- Santa Claus Doesn’t Exist and Neither Does Unlimited ECB QE 0 comment(s)
- Italy is Just the Tip of the Debt Iceberg 1 comment(s)
- Bright Light for PIIGS is the Match Sparking the Barbecue 0 comment(s)
- Dr Pepper’s Guide to 2012 – What’s the Worst that Can Happen? – The Four Horsemen of the Apocalypse 0 comment(s)
- Fund Me or I will Shoot – Greece Puts a Gun to its Head 0 comment(s)
- OBR not OBN, but still VILE 0 comment(s)
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Francois Hollande – Rouge for Danger
As expected Francois Hollande has triumphed over Nicolas Sarkozy in the French presidential elections and his Socialist Party is favourite to emerge as the leading party in next month’s parliamentary elections. More
Stuart Thomson
Chief Economist, Co-Fund Manager
May 10, 2012 at 3:29pm
0 Comments
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The Fed and the lukewarm gruel of growth
The US economy expanded at an annualised rate of 2.2% during the first quarter of 2012. At least it was above 2% and is likely to be revised slightly higher over the next couple of months. More
Stuart Thomson
Chief Economist, Co-Fund Manager
May 8, 2012 at 4:46pm
0 Comments
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The French presidential election – a point of inflexion for European politics?
Most opinion polls point to a victory for Francois Hollande over Nicolas Sarkozy in the forthcoming French presidential election. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Apr 18, 2012 at 11:38am
Fixed Income debate replay – Chris Bowie and Stuart Thomson provide their views on the sector
Chris Bowie, head of credit and manager of the Ignis Corporate Bond Fund, and Stuart Thomson, chief economist and co-manager of the Ignis Absolute Return Government Bond Fund, disc More
Just do it – MOF to demand BOJ support for currency victory
The Yen has peaked on a trade weighted basis and against the US Dollar and is expected to weaken significantly during April. More
Would you invest in the proposed 100 year gilt?
The debate over 100y bonds has been driven by the low level of spot rates (UKT 4% 2060 were 3. More
Budget preview – the big squeeze and the little squeeze
Rating agencies assessments from Fitch and Moody’s provide a timely reminder that neither the economic nor political cycles favour any material relaxation of fiscal policy in the More
Fed Policy from Fingers Crossed Idaho
To quote Anais Nin “we don’t see things as they are, we see things as we are”. More
Why doesn’t the DMO redeem the War Loan?
Bond Vigilantes have an interesting post up wondering if the DMO will redeem the war loan. More
Italy is Just the Tip of the Debt Iceberg
Italy has had a torrid time over the past month, yet over the past week its benchmark 10yr yield rose by just 9bps to 6.41% having reached a peak of 7. More
Santa Claus Doesn’t Exist and Neither Does Unlimited ECB QE
Do you believe in Father Christmas? This is the key question for global financial markets hoping for a temporary solution to the €uropean Sovereign Debt crisis. More
OBR not OBN, but still VILE
The Office for Budget Responsibility has lost its OBN as it has cut its forecast for 2011 from an initial forecast of 2.1% to 1.7% at the time of the March Budget and further to 0. More
2012: Jeux Sans Frontiers – Markets With Tears
The good news is that the global economy will avoid recession during 2012. The global economy will avoid a double dip recession by a whisker, growing by just 2. More
Dr Pepper’s Guide to 2012 – What’s the Worst that Can Happen? – The Four Horsemen of the Apocalypse
Today is the anniversary of the birth of Rabbie Burns, while we celebrate with offal food, it is worth reflecting on his poem “to a mouse”, which contains the verse “but Mous More
Introduction to Chaos Theory
Everybody is biased, it is important to remember where the annual forecasting recommendations are coming from. More
The First Horseman – The White Horse: Conquest – US Banks VS Economics
I watched the Lamb open the first of the seven seals. More
Bright Light for PIIGS is the Match Sparking the Barbecue
The delayed reaction to the ECB’s three year long-term repo operation has provided a powerful boost to peripheral government bond markets. More
Central Banker of the Year – Anointing the King
The Ignis Rates CBOY Committee has awarded Mervyn King their central banker of the year award in 2008, 2009, 2010 and we have once again unanimously voted to award him the title fo More
Bank Deploys Operation Crunch
The Bank of England’s Monetary Policy Committee duly provided the additional £50bn worth of conventional gilt purchases that the market had been expecting at its February me More
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