Economist, Visiting Professor, Lecturer, Writer, Public Speaker.
As a wise sage once said: forecasting is very difficult, especially about the future. But maybe we can discern some trends that will at least help to determine the direction of the decade ahead, whilst acknowledging how little we can ever truly predict. Few people back in 2010, for instance, would have thought that in …
Continue reading “What trends will dominate the next decade?”
Well, that was an exciting year. With article 50 triggered, negotiations on the UK’s withdrawal from the EU dominated politics and consumed government energy. Negotiations were fraught, with frantic toing and froing between the UK and Europe as the deal evolved to its conclusion through 2018. But it also impacted the economy. In particular, uncertainty …
Continue reading “UK 2019 economy to be dominated by Brexit?”
Both equity and bond markets are riding high, suggesting an over-valuation in financial markets that is unsustainable over the longer-term. The equity market in the US and Europe stands at a record high, whilst the bond markets appear to be shrugging off concerns around inflation and over-leverage. The bullishness we see in both markets creates …
Continue reading “The calm before the storm – why market buoyancy could be a false premise”