Category Archives: Uncategorized

Broad monetarism still dominant but narrow money signals more reliable

Most monetary economists, and British monetarists in particular, focus on trends in broad money and credit when forming an assessment of monetary conditions. The approach here considers narrow money developments, additionally, to contain important information, particularly for forecasting purposes. The … Read More

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What are the tax planning options for higher earners?

It has become increasingly difficult for wealthier people and high earners to manage their financial affairs tax efficiently. Despite the Chancellor’s Autumn Statement passing relatively painlessly, taxes have risen significantly in recent years. Patrick Connolly head of communications at Chase de … Read More

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Investing for the Santa Claus Rally

Some of you may well have already heard of seasonal effects in the stock markets such as the Halloween effect – that the strongest performance of stocks tends to occur between the beginning of November and the end of April … Read More

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UK Autumn Statement: OBR douses Osborne’s optimism

Most of the measures in the Autumn Statement had been preannounced, are small in scale and will have limited macroeconomic impact. The main “news” is in the updated Office for Budget Responsibility (OBR) projections. The OBR has failed to endorse … Read More

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The economy of France has decoupled from that of Germany

Today sees the latest meeting of the European Central Bank (ECB). After last month’s official rate cut of and to 0.25% I am expecting there to be much more talk than action. However it is true that those in charge … Read More

Posted in Euro zone Crisis, European Central Bank, General Economics, Quantitative Easing and Extraordinary Monetary Measures, Uncategorized | Tagged , , , , | 26 Comments

With a reputation built on putting the customer first, comparison sites have a lot to lose if the financial watchdog finds wrongdoing

It is almost impossible to imagine UK financial services without the comparison sites. Along with their omni-present advertising, they are used by a huge number of consumers to select insurance such as car, travel, but also loans, credit cards and, … Read More

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US stock market rise stretched relative to history

Previous posts have compared the rise in the Dow Jones Industrials index from its March 2009 low with increases after six previous bear markets involving a peak-to-trough fall of about 50%. (The Dow declined by 54% between October 2007 and … Read More

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Chinese monetary trends still cautionary

Chinese industrial activity regained momentum over the summer and early autumn but monetary and survey evidence suggests a slowdown into 2014. Annual industrial output growth edged up from 10.2% to 10.3% in October, while six-month expansion is estimated here to … Read More

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Indian equities remain a good long term bet

It’s no understatement to say I’m a bit of a sports fan. Thanks to a very understanding wife, I spend every other weekend watching my beloved Chelsea play football and, in between times, I’m not adverse to the odd round … Read More

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Eurozone September money numbers disappointing; Italy flashing red

Six-month growth in Eurozone-wide real non-financial M1* – the best monetary leading indicator of the economy** – slipped again in September, to its lowest since February. The decline from an April peak suggests that economic expansion will top out in … Read More

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