Market commentary

Let her sleep

Blain's Morning Porridge "China is a sleeping giant. Let her sleep, for when she wakes she will move the world." (Extra points for linking Zhou Enlai's: "It is too soon to say" quote to the quote above.) While we've being getting all angry about the UK elections, and who said...
Pass me a penny

Blain's Morning Porridge "Damned if we do, damned if we don't.. pass me a penny.. " The global markets continue to wobble along. Trade deal or no deal..? Lots of talking heads saying it might happen, it might not, the potential credibility costs if it's not. Meanwhile, all eyes on Hong...
Blain's Morning Porridge - November 18th 2019

"He would, wouldn't he?" What have we got to look forward to this week? i. Markets will be watching for smoke signals hinting at some agreement on trade between the US and China.. I suspect there will be little tangible, just more promises and electioneering dressed up as what passes for...
Dancing round handbags

Blain's Morning Porridge "If voting made any difference, they wouldn't let us do it…" China and the US continue to dance around each other's handbags to reach a phase one agreement – the Chinese will agree if there is tariff cancellation which Trump isn't ready to give, and the talks...
Seems like a good idea

Beware the GDP

UK economy rebounds but rates could be cut


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