“Increasingly it is US presidential politics which is looking to be a bit of a joke.” Mark Dowding shares his thoughts on markets, the economy and Trump-related uneasiness. https://t.co/ebdeUMoKS3 #DirectFromDowding
“Arguably, it is at times like this when the UK’s departure from the EU is most missed…” Mark Dowding shares his Friday musings on financial markets and macro developments. https://t.co/h80PS6lWLw #DirectFromDowding
“As it stands, Trump is a strong favourite in the presidential race, and this is prompting a degree of desperation in the Democrat ranks.” Mark Dowding reflects on the week’s talking points. https://t.co/X0zyf46o59 #DirectFromDowding
“The next phase could be much trickier and could largely depend on how the US economy develops over the coming months.” With the weekend upon us, Mark Dowding muses on all things macro. https://t.co/1061alz3XP #DirectFromDowding
As a big year for elections kicks off and rate cuts are debated in Davos, Mark Dowding looks back on another week. https://t.co/LdvFlKDUDs #DirectFromDowding
From Germany’s unemployment levels to China’s economic outlook to the UK’s Post Office scandal, there’s always a lot to discuss. Mark Dowding looks backs on another week. https://t.co/r65PMm1OVD #DirectFromDowding
“After a party, there is normally a bit of a hangover to follow.” With the twinkling lights dimmed and the tinsel packed away, Mark Dowding looks ahead to a new year. https://t.co/NyDJMXiSsf #DirectFromDowding
As we head towards Christmas and the New Year, CIO Mark Dowding evaluates 2023 and contemplates the year ahead. https://t.co/twWx8eWbL9 #DirectFromDowding
What’s in store for markets as we head into year-end…’ho, ho, ho’ or some ‘no, no, no’?! Mark Dowding ponders the events of the week and the final Christmas countdown. https://t.co/t6VlxFPcKQ #DirectFromDowding
“We may witness an unusually busy December, before we can start thinking more about turkey.” With festive fun around the corner, Mark Dowding ponders whether markets will be merry at year end. https://t.co/ITMFeHjezj #DirectFromDowding
Santa’s brought Christmas cheer to markets….and it’s only the start of December! Mark Dowding ponders the events of the week and considers what lies ahead over this festive month. https://t.co/5EpP6T6UFz #DirectFromDowding
“For those of us with longer memories, we will recall current market conditions as not dissimilar to the 90s.” Mark Dowding takes time to reflect, in his weekly round-up. https://t.co/jwhxhzZuGo #DirectFromDowding
With David Cameron making a shock comeback onto the UK political scene, it’s been an interesting week. Mark Dowding reflects on events at home and around the world. https://t.co/mAQS3Uzs3a #DirectFromDowding
“Markets have had a habit of sniffing out pain trades this year and so we are also wary of adopting consensual views.” CIO Mark Dowding shares his take on recent macro events. https://t.co/03AMDXi9eR #DirectFromDowding
“We are now at a point where we think the Japanese authorities will need to back up verbal intervention with decisive action.” From east to west, Mark Dowding shares his thoughts on recent macro developments. https://t.co/zfzp46T4uF #DirectFromDowding
Halloween horrors and stock market scaries. As the ghosts – and the clichés – come out to play, Mark Dowding gives us this week’s spooky stories. https://t.co/jLdnG3C98f #DirectFromDowding
With the world at sixes (and sevens), Mark Dowding looks back on the week’s key talking points around the globe. #DirectFromDowding https://t.co/ff8iLx65zB
“Events over the past week have injected additional uncertainty into an already opaque landscape.” At the end of a sobering week, Mark Dowding reflects. https://t.co/J1ksAERKgU #DirectFromDowding
If only there could be a ‘Swift’ resolution to the current state of play. Mark Dowding muses on all things macro at the end of another week. https://t.co/u1Gc6robNi #DirectFromDowding
“The pain trade continues to be towards higher yields and weaker risk assets, given how many investors appear to have drunk the soft landing Kool-Aid over the summer.” Mark Dowding shares his weekly views. https://t.co/N9iaBLbhHV #DirectfromDowding