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Currencies archive

The Big Picture October 2016

Posted by jdavis on October 31, 2016

£ Sterling

Posted by jdavis on October 31, 2016

Focus on... Government Bonds

Lenders are prepared to accept lower and lower rates of interest as THEY BELIEVE INFLATION WILL FALL OR EVEN WE GO TO DEFLATION.

Posted by jdavis on June 30, 2016

The Big Picture February 2016

Posted by jdavis on February 16, 2016

Stock markets

The bull market can resume if the S&P rises to new highs and drags most sectors along with it. If, however, it is locked below early 2015 highs then we may well have reversed to a bear market.

Posted by jdavis on October 30, 2015

Worst Current Account Deficit since 1955

This isn't just bad. It is absolutely dreadful. We haven't exported more than imported since 30+ years ago - not counting very brief periods in the 90s.

Posted by jdavis on December 10, 2014

Govt finances - out of control?

Govt finances: are they getting out of control? The cost of the interest on that debt is rising and rising. What does it mean for public services in the near and far future?

Posted by jdavis on October 27, 2014

DISinflation leading potentially to DEflation

Central bankers, bankers and politicians hate Deflation. Look at all that debt which would accumulate in real terms. Of course, the people would benefit greatly from Deflation. Business costs would fall. Living costs would fall. The Government and the Bank of England don't want you to experience falling prices. You Couldn't Make It Up.

Posted by jdavis on October 27, 2014

Update to Japanese ¥ to Japanese share prices

Sayanora ¥ Konichiwa Nikkei San

Posted by jdavis on May 10, 2014

What's going on with the US $

The level of the US$ is normally important to the level of US share prices and global commodity prices. So, where is it going?

Posted by jdavis on May 10, 2014

Japanese ¥ to Nikkei Dow

If ¥:Nikkei breaks up, it means, probably, the ¥ is rising and the Nikkei is falling.

Posted by jdavis on February 26, 2014

Bitcoin

Some of you will have heard of it. Most not. Those who have heard of it may have heard of the Scandinavian who put $27 in, a few years ago, and last year bought an upmarket flat with his Bitcoins…

Posted by jdavis on February 22, 2014

Investments' and markets' update

Posted by jdavis on January 25, 2011

Buy the rumour, sell the news

Posted by jdavis on November 16, 2010

Benny and the Jet-propelled printing presses

Posted by jdavis on November 4, 2010

Food Glorious Food

Posted by jdavis on August 18, 2010

Stock markets' update

I put it at 1 in 3 that the market will revisit the March 2009 lows. On the S&P, that would be sub 700 (40% down from 1150); on the FTSE that would be some 3500 (we are currently at 5250).

Posted by jdavis on June 3, 2010