Global business cycles: converging at last?

By Paul Diggle, Economist at Aberdeen Asset Management   The business cycles of the major economies are out of sync. While the US and the UK are several years into a sustained expansion, the Eurozone economy has only recently begun to show signs of repair, and the emerging markets are tipping into downturns of varying […] Read more »

Greece Backs Down But Remains In The Game According to LNG’s Jenkins

By Gary Jenkins, Chief Credit Strategist at LNG Capital   On Friday night it was announced that Greece had secured a four month extension to its bailout and thus the headlines screamed that a Grexit had been averted and that the Eurozone was saved. Well, maybe.   First of all the Greek government has to […] Read more »

Denying Deflation; Definitely Dangerous

From Stephen Pope, Managing Partner, Spotlight Ideas Economic sentiment rose to 101.2. Business Climate Index increased to 0.37. Consumer expectations for CPI declined to 13.6. German CPI falling; R2 with Eurozone 0.8929. ECB must act on March 6th. This penultimate day of February delivered a mixed bag of news for the Eurozone.  On the positive […] Read more »

High Frequency Hysteria

Eu flag rescaled to 654x444

By Stephen Pope, Managing Partner of Spotlight Ideas Any investment is speculative. Speculation is not manipulation. Markets hold politicians to account. Shorting is an essential trading tool. Be wary about a cumbersome restriction on algorithms   The word “Hysteria” has its root in the Latin “hystericus”. It refers to “exaggerated or uncontrollable emotion or excitement” […] Read more »

Hot Topics Amongst Clients of Spotlight Ideas – ECB, France …and Coffee

By Stephen Pope, Managing Partner Spotlight Ideas We publish, with client approval a series of questions that have been raised on several occasions in the past month. Hopefully our answers will prove helpful and maybe add to the take on the contemporary state of the financial markets and economy. This month we start with here […] Read more »