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The recession of 2024
15th December 2024 |
In this edition of Southbank Sunday Brunch, I revisit what I believe remains the most overlooked global economic story of 2024. Continue Reading -
The secrets of Pearl Harbor
8th December 2024 |
Since Trump’s election, the leading cryptocurrency, bitcoin, has surged by approximately 50%, and it’s up more than 100% over the past year. Does this indicate that crypto is truly emerging as an alternative form of money? I have my doubts, but there is no denying that crypto currently has the Zeitgeist tailwind. Continue Reading -
The other shoe is about to drop
24th November 2024 |
The UK economy is slowing down yet again. Real incomes are declining. Taxes are going up. Is it any wonder the new government is already deeply unpopular? Just you wait, things are about to get worse… Continue Reading -
A global revenue bargain
17th November 2024 |
On the menu this week: ❖ Calling time on the Trump stock market party ❖ Conspiracy Corner: What was WWI really about? ❖ On the radar… It’s been a busy week here at Southbank Investment Research. My colleague Nick Hubble is in town and we’ve been working to put together a series of interviews featuring Continue Reading -
Trump’s historic victory
10th November 2024 |
The stock market soared on Trump’s historic victory. Is it justified in doing so? Probably not, although not for the reasons you might expect. Notwithstanding the current Labour government, the UK actually has much to gain from another Trump presidency, if it seizes the opportunity to do so. Continue Reading -
Yes, I called it!
6th November 2024 |
The media are abuzz with the surprising, landslide US election results. Not only has Trump won by a huge margin; he appears to have held the Republican House majority and even to have flipped the Senate. What might this mean for the financial markets? The dollar? Gold? Investment director John Butler offers some insights in this brief video. Continue Reading -
Gunpowder, treason and plot
3rd November 2024 |
This week, I stick my neck out and make a prediction regarding this week’s US elections. I also offer some thoughts on what Labour’s first budget means for Britain. Neither is likely to make me any friends. Continue Reading -
Is the stock market in the clear?
27th October 2024 |
On the menu this week: ❖ Is the stock market in the clear? ❖ Conspiracy Corner: “Shoeless” Joe and the Chicago “Black Sox” ❖ On the radar… With Labour’s first budget and the US elections looming, we’re all living under a barrage of big headlines. One could be forgiven for seeking a distraction of sorts. Continue Reading -
Trump’s tariff tease
20th October 2024 |
As Trump pulls away in the polls, his economic and trade policy proposals get taken more seriously by the financial markets and by other countries. How might they react to a Trump tariff? Or is it possible there won’t be a Trump tariff at all? Continue Reading -
Lies, damn lies and statistics
13th October 2024 |
With the US elections less than one month away, I suspect financial markets are likely to spend more time watching the associated political drama than analysing economic data. So, I’ll buck the trend this week and take another one of my occasional “deep data dives” and see what, if anything, I can find that others Continue Reading