Market commentary

It's always about the bond markets

Blain's Morning Porridge "We're only making plans for Nigel. He has this future in a British Steel.." It's always about the bond markets…! Markets look to have steadied after last week's flight from stocks to bonds. The market panicked on the lack of resolution on trade wars, the perceived...
Time flies by

Blain's Morning Porridge "Time flies by in the yellow and green, stick around and you'll see what I mean.." She-who-is-now-Mrs-Blain and I were attacked, mugged and robbed on Saturday Night! Nicky's delicate Welsh skin is covered head to foot in red welts the size of twopenny bits after...
Run for the hills? Nope.

Blain's Morning Porridge "Summer Breeze makes me feel fine… blowing thru the jasmine on my mind..! No Sailing today. Black Skies and blowing a hoolie out there later. Wonder how climate activist Greta Thunberg is doing sailing through it… Run for the hills..? Nope. How much more horrible does...
Doesn't feel good

View from the Bond Market, by Chris Iggo, CIO Fixed Income, AXA Investment Managers Bond yields only go lower Dragging below 0 percent Long-end action Never mind rates, what about credit? Higher yield means more credit risk Unknown unknowns Boost demand Winning with kids Summary – Bond yields...
So much noise out there

We've been tangoed

Will the UK economy slip into recession?


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