Search results for 'PMI'

Search results 1-7 of 7
Not a great week for bald white men
It can be easy to get sucked in by market momentum and maintaining discipline is always paramount in the pursuit of success.
Stronger than titanium
We do not place much store in anyone’s ability to accurately call the trajectory of growth and inflation through the next 6-12 months.
Feeling cheated in the UK?
UK government finances are in poor shape and have been further impacted by Bank of England losses on past asset purchases. Read more.
An invidious market
The hype around AI risks creating a bubble in the price of such stocks, as we have seen many times in the past when disruptive technologies emerge.
Coronation (versus) chicken
The bunting is going up in the UK, but it’s a little more tense in Washington….
MacroMemo | June 13 2023
Technology and the economy / Debt ceiling asides / Fed liquidity programs / Contrarian on China / Softer economic data / Eurozone recession
MacroMemo | 09 January 2024
Macroeconomic update from Eric Lascelles.