Market commentary

Whatever happened to hawkish panic?

Mint - Blain's Morning Porridge We must have been smoking something very strong when we all panicked about the world going hawkish just a few weeks ago. It probably did, but you wouldn't know that this morning… What happened to the inflation will'o'the'wisp? The US has stepped back, the UK doesn't...
The Iron Bank will have its due

Mint - Blain's Morning Porridge One of the things that's been niggling me for years has been the question of just how unfixed the European banking sector is. My associate Ben Stheeman and I have put together a note on non-performing loans (NPLs) in second tier European banking. It's a simple look at...
Flagship policy down the plughole

Mint - Blain's Morning Porridge Bit messy in Washington this morning as yet another flagship policy of the Trump administration spirals down the plughole. Last night's abysmal demise of his Obamacare repeal and replacement puts all his grand visions of economic stimulus, tax reform, and fiscal...
The unstoppable rise of alternatives

The world's largest 100 alternative asset managers saw assets under management increase by 10 percent in 2016, rising to US$4.0 trillion, according to the 2017 edition of Willis Towers Watson's Global Alternatives Survey. The survey, which WTW says captures long-term institutional investment trends...
China grows faster that expected but slowdown ahead


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