I was at Taste of London yesterday. Fun, friends, laughter, good food, the occasional drink. Utterly brilliant. Just so good for the soul. Unfortunately on one of my best days of 2021 the market decided to have its worst day of the year so far. Banks and bond yields had been the canary in the […]
Right – step away from the Carlsberg. Tonight we’re Carling only. It’s a bit of a taste hit obviously but if it’s what we’ve got to do to bring it home then it’s what we’ll do. And that Moretti order can go on hold for a bit too. This will definitely not be a long […]
So one has to suspect the Bloomberg headline writers knew exactly what they were doing when they juxtaposed *U.K. SAYS HERD IMMUNITY IS NOT COVID POLICY GOAL: SPOKESMAN alongside *ENGLISH PUBS ALLOWED TO STAY OPEN LATE FOR SUNDAY SOCCER FINAL. Lets all just lick each others faces and get this over with. Our pharma team […]
My school’s motto was Sapere Aude or “Dare to Be Wise” which to be honest was undermined not just by the lack of wisdom but also by the notion that any of us would be daring. It was not an uncommon sight to see 250 MGS boys legging it down the street being chased by […]
Well we started Q1 with a +0.67% move and we started Q2 with a +0.61% so it feels only appropriate that we start Q3 with a +0.62% move. The mountain of money continues to pour into equities (if indeed a mountain can pour) and All Time Highs becoming a bit boring to talk about. Usually […]
It’s probably not ideal that the new symptoms for the latest Covid variant are a headache, nausea and a sore throat – large swathes of the nation waking up with all three today but mostly seeing things improve by mid-morning. What. A. Win. Anyway let’s not jinx anything. Nothing to see here. Plenty going on […]
Ok so hands up if you DON’T know someone who is self-isolating right now. Covid is rife again isn’t it? I know it’s not leading to deaths and I know you’ll all shake your heads and tell me “you need to look at the hospitalisations Quicky”. I get all that. But it doesn’t mean it’s […]
Well you can tell the times they are a-changin when the Sun headline writers get an absolute open goal on the UK Health Secretary’s unusual take on social distancing and decide to go with “Han-Ging By a Thread” rather than using anything more salubrious. BoJo accepting Matt Hancock’s apology and declaring the matter closed but […]
A Fed speaker frenzy. A deluge of macro. A cluster of earnings. This was a good old fashioned Thursday with all sorts going on and the extra energy that it generated saw the market back on song (Stoxx 600 +0.87%). Let’s start with the macro and no surprises from the Bank of England with rates […]
Did they or didn’t they? Of all the possible geopolitical situations that are simmering right now, you wouldn’t have imagined RUSSIA FIRED WARNING SHOTS NEAR BRITISH SHIP IN BLACK SEA to be the headline to pop up but that was what we got just before lunchtime. Swiftly denied by the MoD who said they “did not recognize the claim that bombs were dropped in HMS Defender’s path”.