Dogecoin – The Musk Effect!
Elon Musk's Tweets boost dogecoin's value as he believes that dogecoin - which was invented as a joke - is…
US Q3 Earnings Calls and the Spectre of Inflation!
US Q3 Earnings Calls support the proposition that supply side pressures are leading to increasing inflationary expectations.
Dogecoin, Parody v Reality!
From parody to the sixth-largest digital coin with a total market value of almost $42bn. How celebrity Tweets drive digital…
GPA II – The Phoenix Arises
he €25bn takeover of GE Capital Aviation Services (GECAS) by Aer Cap reunites all the disparate parts of the original…
Is the Bank of Japan the latest Bubble?
An interesting development has been the surge in the share price of the Bank of Japan, the Japanese Central Bank.…
By Land or by Sea?
The direct routes, as well as being longer, are more expensive. Despite these negatives, other than bad weather, the importers…
Europcar – Bond Auction Flop
Normally when a corporate credit defaults, the purchasers of Credit Default Swap (CDS) protection receive a payout to compensate them…
Higher Risk = Lower Rewards!
Overall it is a definite concern that the flows of cash into high-yield bonds and loans are pushing their yield…
Lower for Longer?
And the V becomes L? An interesting analysis by Bloomberg who have analysed 36 recessions since 1965 across the G-7…
Airlines – the canary sings!
IATA has once again revised down its pessimistic outlook. This new bleaker outlook is based on more recent passenger data…