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Background:   Another topsy-turvy month in the Trump world. Tariffs reduced, tariffs delayed, new tariffs introduced—a new term gained...

Trump informs President Pingu of the Heard and McDonald Islands about the imposition of reciprocal tariffs of 10% Background: Donald...

Struggling with jetlag! Sunrise over Wandsworth Common.

Ferry from Queenscliffe to Sorrento I posted my January review but did not receive a notification. I guess nor did anyone else. Let's see...

Background:   To describe January as eventful would be to do it a disservice. Trump's inauguration speech clearly stated that he intends...

Background: Investors spent December analysing the potential impact of a second Trump term on the markets. Would he reintroduce trade...

Background The Federal Reserve's recent move to cut interest rates by 0.5 per cent in September didn't have the calming effect it might...

Silverdale, Lancashire Background The loosening cycle has begun. The Federal Reserve cut interest rates for the first time since March...

Morecambe Bay

Background It is too early to call the pricking of the AI bubble. In the US, however, there was an apparent rotation out of the...

Corfu

Background May turned out to be another strong month for financial assets. Equities led the way, with the NASDAQ Composite up 6.9%, the...

Background It started to sink in that interest rates in the US would stay higher for longer. Inflation was proving stickier than expected...

The Newt, Somerset (only for lunch!) March 2024 Background It was easy to make money in March; equities, bonds, commodities, gold, and...

Background February proved to be a profitable month for equities, particularly in Japan. The Nikkei 225 index experienced a surge of...

Background Following the super end to 2023, in January came the hangover. Equity and bond markets started on the wrong foot before...

Background It was a tremendous end to the year for equity and bond investors. Inflation on both sides of the Atlantic came in below...

Background Markets staged a welcome recovery in November. Good news on the inflation front led to a drop in government bond yields. US...

Background Another miserable month for financial markets. Government bonds and equities both fell. It started with continued weakness in...

Formentor, Mallorca