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- Dr Pepper’s Guide to 2012 - What’s the Worst that Can Happen? – The Four Horsemen of the Apocalypse 0 comment(s)
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- Why doesn't the DMO redeem the War Loan? 0 comment(s)
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- 2012: Jeux Sans Frontiers – Markets With Tears 0 comment(s)
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- Liquidity Provision vs Stimulus: Understanding the difference between QE1 and QE2 (and twist). 1 comment(s)
- OBR not OBN, but still VILE 0 comment(s)
- Blackadder 5 – Baldrick’s Cunning Plans for Greece 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)
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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 Mouse, thou art no thy lane, in proving foresight may be in vain. The best laid plans o’ mice an’ men, gang aft agley. More
Stuart Thomson
Chief Market Economist
Jan 26, 2012 at 4:22pm
0 Comments
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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 2.25%, significantly below its productive potential of 3%, which in turn means that the world economy will experience a growth-recession. More
Stuart Thomson
Chief Market Economist
Jan 6, 2012 at 2:26pm
0 Comments
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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 0.9% in the autumn statement. More
Stuart Thomson
Chief Market Economist
Nov 30, 2011 at 9:45am
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
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
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
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