Daily insights, analysis and explanation of the key themes and events driving global financial markets

  • Bill Blain
  • April 13, 2023
  • 8:31 am
  • 3 comments
Inflation, Rates, Recession or Stagflation – nothing is clear yet
esterday’s US CPI numbers look good at a glance, but the reality is the Western economies may face ongoing sticky inflation and long-term stagflation while reversing the economic damage of a decade plus of monetary experimentation. That requires new investment approaches.
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  • Bill Blain
  • April 13, 2023
  • 8:31 am
  • 3 comments
Inflation, Rates, Recession or Stagflation – nothing is clear yet
esterday’s US CPI numbers look good at a glance, but the reality is the Western economies may face ongoing sticky inflation and long-term stagflation while reversing the economic damage of a decade plus of monetary experimentation. That requires new investment approaches.
  • Bill Blain
  • April 11, 2023
  • 8:11 am
  • 0 comments
Bitcoin, Banks, Earnings, Inflation, Shadow Banking and, oh.. what else?
Bitcoin’s recent gains are about as relevant as Liz Truss. But banks, earnings, inflation, rates and investment remain critical. Now shadow banking investment is under threat – which isn’t going to help.
  • Bill Blain
  • April 7, 2023
  • 7:02 am
  • 6 comments
A Porridge from 2033: 10-years of Future Economic History in 1500 words..
By some freakish temporal rift, a Morning Porridge from 10-years in the future was delivered into my email box last week – describing the monumental political and economic events of the last decade… Freaky eh? Who would expect such a thing…? It happens…
  • Bill Blain
  • April 5, 2023
  • 11:13 am
  • 3 comments
Trump, Democracy, Populism and Markets? Who Wins?
The Chinese must be delighted, but Donald J Trump is not the problem, just a symptom of crisis within Democracy. The issue is how it plays out for markets in terms of future global alliances, trade, economic growth and prosperity – the signs are not looking good.
  • Bill Blain
  • April 4, 2023
  • 8:44 am
  • 1 comment
The approaching Real Estate (CRE) storm will be a crisis – but is hardly unexpected!
Fears of a full-on Commercial Real Estate Crisis are mounting as rising rates, a dearth of credit and a record redemption schedule combine into a perfect storm – but the market is already expecting it, so what will be the credit event or no-see-um that tiggers a market meltdown?
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Daily analysis and explanation of the key themes and events driving global financial markets from Bill Blain, Market Strategist, Shard Capital.

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