The disruption from Brexit has been laid bare this week, after DB Schenker became the latest logistics groups to suspend cross-border delivery services between the UK and EU. London could…
Read More
The 10-year Treasury yield rose to 1.13% last week, ‘despite’ the political disturbances in Washington. There was no flight to safety, pushing yields down, just a realisation, that more, not…
It is an obvious point that the Covid-19 pandemic has accelerated the rollout of technologies minimising social contact. But recessions are an opportunity for labour-saving innovations too. In the US,…
The year ends much as it began. For the stock market, is almost as if Covid-19 had not happened. Tech is in the ascendency. The FAANGs are threatening new highs….
The jump in infection rates ahead of Christmas is a blow for all governments in the West. In the UK, the rollout of the vaccine will not be as quick…
Daily new infections for Covid-19 reach a high in the US on Friday (254,680, December 18th). And yet, the stock market continues to march upwards. The information technology index hit…
Spiralling infections and record deaths in the US pose a big hurdle for markets. The winter months were never going to be easy, given the complete disregard for social distancing…
