Category Covid

Markets Rally, but what about COVID?

Markets look set to rally strongly into Q2, but are they over-exuberant? The rise in deaths and new strains in Brazil hints the Covid war isn’t won yet, there are rising political risks in Europe, and widening wealth inequality is apparent everywhere. Just how solid are our expectations of stability, renewed global travel and recovery if Covid is here for the long-term?

Rationally Irrational

Blain’s Morning Porridge 27th Jan 2021: Rationally Irrational “Future’s made of virtual insanity now… for useless, twisting, our new technology” Apologies for the lack of commentary on Tuesday – yet again it was due to business getting in the way…