Tuesday, 22 August 2017

"Billiton gets religion...with a little help from its activist hedge fund 'friend' "

I wrote a piece titled...

" Billiton gets religion...with a little help from its activist hedge fund 'friend' "

...which was uploaded just now to the ShareProphets website.  A link to the piece (free sign-up) is here.


My latest appearance on the VOX Markets podcast

I appeared again on the VOX Markets podcast.  You can listen here to my latest appearance (free log-in) where I talked about...Rathbones (and wealth management consolidation) and two large UK utilities Centrica and Scottish & Southern Energy.

Sunday, 20 August 2017

Stories we should be thinking about

Stories we should be thinking about

Macro matters:

Shall we start with the UK?  I agree with this report via Markit that:

‘...much will depend on consumer confidence improving, which will in turn most likely hinge to a large extent on how Brexit negotiations affect the economic outlook’

(sourced from here )

And on the question of Brexit it looks like a politically messy next couple of years with articles like this one highlighting continued debates over the future UK/(continuing) EU legal relationship with quotes like:

"never mind Theresa May’s foolish red line we'll have the ECJ in all but name"

Of course the UK is not the only politically messy / spilling into the economy country...it appears that the US populace might prefer gas station sushi to their President in this great chart via @RANsquawk (overleaf)...


And of course this risks impacting the markets...

To read the rest of the Stories we should be thinking about click here for free access!

And if you want to sign up for free to my Monday-Friday Financial Orbit Macro product then check the tab above.