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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 -
Energy’s roaring comeback
6th October 2024 |
Following a lengthy, large decline, oil prices have spiked higher in recent days, perhaps due to developments in the Middle East. This could, in turn, push inflation and interest rates higher again, the last thing that a slowing global economy needs. The risk of a stock market correction is still growing. Continue Reading -
An evening in Covent Garden
29th September 2024 |
From a global conference in Dublin to an evening of guest presentations in Covent Garden, it has been an exciting two weeks here at Southbank Investment Research. Meanwhile, much of the world remains afire and gold just keeps going higher. Continue Reading -
The Fed cuts rates. So what?
22nd September 2024 |
The US Federal Reserve finally cut rates this week, giving stock markets a bit of a lift. It is a mistake however for the markets to expect too much from the Fed, or from any central bank for that matter. Continue Reading