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Thoughts From The Divide: Strength in Numbers

BY JON WEBB
The rest of the world isn’t quite experiencing the same economic momentum as the US (the latest S&P Flash PMI noted that “input costs rose at the fastest pace in six months, while firms increased their selling prices to the largest extent since April last year”), making cuts a more palatable choice, but we feel for the Fed, who wants to be the odd man out? Read more →

MI2 Partners Thoughts From The Divide: Deciding on “Someone”

BY JON WEBB
A little less than two years ago, we noted, with some surprise, that Huw Pill had bucked the usual central bank modus operandi of avoiding unfortunate truths and had instead gone the direct route, telling the UK “we’re all worse off, and we all have to take our share”. Speaking about inflation, the BoE’s Chief Economist clarified that, “If the cost of what you’re buying has gone up compared to what you’re selling, you’re going to be worse off… Read more →

Powell’s No Rate Cut Brings Trump Ire

BY TEMATICA
TSM's multi-year revenue outlook supports these Tematica models Read more →
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