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Money Matters 30th August 2017

Money Matters 30th August 2017 500 333 AMA Team

NOTHING TO SEE In last week’s edition covered the current environment of abnormally low inflation relative to the breadth and strength of global growth. It was argued that this was…

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Money Matters 22nd August 2017

Money Matters 22nd August 2017 500 334 AMA Team

JUST A MINUTE Last week, minutes to the ECB and FED July meetings revealed an increasingly agitated discussion about the lack of inflation associated with the current expansion and period…

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Money Matters 15th August 2017

Money Matters 15th August 2017 500 382 AMA Team

BULL IN A CHINA SHOP This week, overall global growth momentum has continued to float almost all boats. Nonetheless, there is still notable political risk. For example: In Japan, the…

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Money Matters 8th August 2017

Money Matters 8th August 2017 500 334 AMA Team

GOLDILOCKS KEEPS THE BEARS AT BAY This week, the Czech central bank became the first to raise rates in the EU since Jean-Claude Trichet’s much lambasted hike in the midst…

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Money Matters 1st August 2017

Money Matters 1st August 2017 2560 1707 AMA Team

LEFT BEHIND OR LED ASTRAY After sweeping into power on the promise of stimulus, reform and “Making America Great Again”, during his first 190 days in office, one could well…

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Money Matters 25th July 2017

Money Matters 25th July 2017 500 334 AMA Team

A WORLD OF DIFFERENCE Incoming data continues to show global growth has good momentum. Indeed, a number of countries (for example US and Germany) appear to be at full capacity.…

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Money Matters 18th July 2017

Money Matters 18th July 2017 550 280 AMA Team

SPLITTING UP The global economy continues to enjoy a growth recovery, with recent data suggesting there has been renewed strength at the beginning of the Northern hemisphere’s summer. However, from…

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Money Matters 4th July 2017

Money Matters 4th July 2017 1024 768 AMA Team

DAMNED IF YOU DO, DAMNED IF YOU DON’T Despite continued momentum in global growth over the past 6 months, government bonds have rallied alongside equities. Last week, hawkish soundbites from…

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Money Matters 20th June 2017

Money Matters 20th June 2017 640 480 AMA Team

HOPE SPRINGS ETERNAL Since the financial crisis, there has been much discussion of “secular stagnation” or a “new normal” for the global economy, with lower growth and inflation. Last year,…

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Money Matters June 13th 2017

Money Matters June 13th 2017 999 587 AMA Team

INTERVIEW WITH A VAMPIRE For US markets, a standout feature of the last few years has been the concentration of returns and profitability across a very small number of firms.…

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