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Gilts in a Low-Growth Environment

Gilts in a Low-Growth Environment

Trade in Soda; Since the UK Chancellor’s recent budget on 30th October, there has been much focus on the UK cost of borrowing. That follows the two previous attempts for the UK 30-year gilt yield to cross above 5%, a level not seen since 1998. It seems that 5%

Flash Note

Flash Note

Trump’s Impact on Financial Markets

Trump’s Impact on Financial Markets

Trade in Soda; Financial markets have had a busy week following the surprise Trump victory last Wednesday. It’s a surprise in the sense that the markets hadn’t priced it in, for if they had, they wouldn’t have had the extreme moves over the past week. Many would

Flash Note

Flash Note

Action in Whisky

Buffett, Budgets, Rates and Fintech

Buffett, Budgets, Rates and Fintech

Trade in Whisky; Budgets, elections, Buffett selling stocks, and a potential rate cut on Thursday from the Federal Reserve and the Bank of England. With so much going on, it is little wonder markets are spooked. Starting with the UK budget and gilt yields, there has been plenty of noise

The Multi-Asset Investor 100th Issue

The Multi-Asset Investor 100th Issue

Trade in Whisky; A reader kindly wished The Multi-Asset Investor a happy second birthday over the weekend. ByteTree shuts over the Christmas period when the markets fall asleep, and that makes this the 100th issue. I should take more time off! Although as this is a continuation of my time

Lost Decades

Lost Decades

With inflation, taxes, strikes, political discontent, and gold soaring, it feels like the 1970s, except no one is wearing flares. I mention it because the 10-year bond yield is rising again, which means the price of bonds is falling in what could turn out to be the sixth downturn for