No Carbs Before Marbs a well known tactic for those Love Island types amongst you so you’ll be glad to know I’ve been religiously following that diet since about 3.30pm this afternoon. I might skip dinner and just call myself beach ready. “Not another holiday Quicky” etc but this one actually is a holiday rather […]
A good microcosm of the broader economy today as I went to get my pre-holiday haircut only to find a queue at the barbers. Pent-up demand you all nod thoughtfully but the real issue was that, of the four chairs in there, only one had a barber behind it. People coming in and walking out […]
So while a few of you will be lucky enough to be on a beach reading your Leaders Eat Last and your Extreme Ownership: How US Navy SEALs Lead and Win type books, I spent the weekend watching ambition in other forms. The Sir Alex documentary first then all 4 episodes of The Defiant Ones […]
So we limp across the line at the end of a tougher week for markets. A week that had felt like it was coming and that will have hurt a few but suited others. The narrative all week the same as investors took profits and derisked their books. Not much to change the view today […]
So it turns out that was less straws in the wind and more haystacks in a hurricane as yesterday’s blinking red warning light from the FX markets crashed its way into our world and the Stoxx 600 saw it’s biggest one day move (Stoxx 600 -1.51%) since that -2% wobble/+2% rally three day rollercoaster in […]
Straws in the wind or overthinking something that isn’t really there? I’ve definitely been known to do the latter but when something catches my charts teams eye (and I can understand it) it’s usually worth talking about. Risk currencies the topic for today and I’ll keep it simple. There has been a subtle but notable […]
How many times did someone say “Isn’t it dark out there?” to you today. I’m making 4-5 as a market but I was off the desk a fair bit so it could well be higher. You can feel it though. The end of summer beckons. The creeping fear of the Full Return. The sudden fondness […]
The return of the lesser spotted suit and tie combo at Redburn today as we had a client in the office. An actual client. In the actual office. Incredible scenes that would have been even better had the top button of my shirt done up. The eight pounds I put on in two weeks in […]
So I’m off to the theatre tomorrow. The theatre of dreams. 74,140 of us all packed in like sardines to watch the modern day War of the Roses. Can. Not. Wait. It does feel like quite the acceleration since Freedom Day only three and a half weeks ago doesn’t it. From not being allowed to […]
Alright – this is getting serious now. It wasn’t great when people were getting delayed on their new Tesla deliveries but that wasn’t exactly affecting many. Far more impactful (certainly for the Redburn sales trading team) is the hugely concerning news that supply chain disruption has led to KFC cutting their menu and admitting “customers […]