Category Archives: Uncategorized

UK Bank rate hike needed to offset bank-led monetary easing

The MPC is debating when to raise interest rates. No member, presumably, thinks that policy should be loosened. A backdoor easing, however, is taking place as banks continue to cut lending and deposit rates. An immediate rise in Bank rate … Read More

Posted in Uncategorized | Leave a comment

Gold is no longer a ‘barbarous relic’

India loves gold so much, the government last year slammed the door on new imports to try and stem the country’s huge trade deficit. It worked, at least on paper. India’s current account deficit fell 65% between 2013 and 2014. … Read More

Posted in Uncategorized | Leave a comment

Data change may show UK house prices slightly dear to rents

Previous posts have assessed house price valuation using the national rental yield, defined as the sum of actual and imputed owner-occupier rents in the national accounts divided by the value of the housing stock. This measure has signalled house price … Read More

Posted in Uncategorized | 2 Comments

Stronger UK economy lifting Tories but 2015 election wide open

A statistical model of voting intentions continues to suggest that the Conservatives will fail to achieve an overall majority at the 2015 election despite an improving economy. The model is designed to predict the poll differential between the main government … Read More

Posted in Uncategorized | Leave a comment

Could a new type of life cover save you money?

If you’re a small business owner, company director or higher earning employee looking for more life cover, then a new style plan called Relevant Life may be worth considering as an alternative to a personal plan. Relevant life policies are … Read More

Posted in Uncategorized | Tagged | Leave a comment

Gold and financial markets looking boring at the moment

Tedious Shocker for Financial Boredom In the markets this week… Gold & silver do their job, rise as stock markets fall… Gold ATM does its job again, wins a little PR for coin shop… New York police do their job, … Read More

Posted in Uncategorized | Leave a comment

Mark Carney performs a handbrake turn on interest rates and Forward Guidance

“Oh what a night” sang Frankie Valli and the Four Seasons and I was reminded of that song last night. The date however had moved from December 1963 to June 2014 as Mark Carney gave an extraordinary Mansion House speech. … Read More

Posted in Bank of England, General Economics, Interest rates, Quantitative Easing and Extraordinary Monetary Measures, UK Inflation Prospects and Issues, Uncategorized | Tagged , , , | 34 Comments

UK MPC still underestimating labour market strength

The MPC lowered its unemployment rate projections again in the May Inflation Report but is probably still underestimating the speed of decline. The jobless rate may end 2014 at or below 6.0%, i.e. close to the MPC’s current central estimate … Read More

Posted in Uncategorized | Leave a comment

Fed up with the Co-op Bank debacle? Where should savers look for ethical banking now?

One in five Co-operative Bank customers are considering taking their business elsewhere after a scandal-hit year, according to new research writes Kara Gammell. Figures from Moneywise Magazine show that 18% of Co-op Bank customers said they are currently considering switching … Read More

Posted in Uncategorized | Leave a comment

Should investors be shopping for income at Sainsbury?

A tail of woe in the supermarket sector UK Food Retailers have been battered of late – the main culprits being: The lack of UK households’ purchasing power, with inflation consistently running ahead of wage growth; The rise and rise … Read More

Posted in Equities, Equity income, Retail, Uncategorized, Value Investing, Yield | Leave a comment
Page 4 of 1912345678910...Last »