Market commentary

A world of fears...and Malbec rules

Mint - Blain's Morning Porridge It's a world of laughter, a world of tears. It's a world of hopes and a world of fears.." For the avoidance of doubt – the Morning Porridge is unrestricted market commentary freely available to all qualified investors on an unsolicited basis. It is not...
Budget reaction muted

Mike Amey, Head of PIMCO's Sterling Portfolios, comments on today's UK budget statement. "A very muted market reaction to the Chancellor's Budget. The fiscal deficit is now expected to fall from 2.4 percent of gross domestic product this year to 1.3 percent by 2012/22,in part due to slower...
Pray for the thunder and rain to pass by

Mint - Blain's Morning Porridge Her hair reminds me of a warm safe place, where as a child I'd hide, and pray for the thunder and rain to quietly pass me by... For the avoidance of doubt – the Morning Porridge is unrestricted market commentary freely available to all qualified investors on an...
Did Venezuela actually default?

Jan Dehn, head of research at Ashmore Group, provides his analysis of headline news last week that Venezuela defaulted on its bonds. He says that Venezuela hasn't actually defaulted, that there is a good explanation for the late payments, and that we are in a unique situation where bond holders and...
US retains financial services pre-eminence, but...


To view all our latest and archived articles, for 'Market commentary' and across all subject areas, please upgrade