Mood changes - not just Delta
Financial markets have turned a little sour today. That isn't just a response to the Delta variant's progress, but a mixture of that, some softer…
Some nerves creeping into markets
More stories are appearing to question the resilience of markets - I don't blame them, but then this can go on a long time before anything happens
They'll be home by Christmas
No, not a prediction, just a reminder not to succumb to unjustified optimism.
What you need to consider now is, are the stimulus measures in place sufficient to justify buying risk assets against the moving target of the spread of…
If it looks like a duck, walks like a duck and quacks like a duck, then it probably is a duck. The World Health Organization (WHO) is holding back from…
New highs in stock markets