Jeremy Cook

Shifts, Stagflation and the Spanish Sentiment, like tectonic plates or God, moves in mysterious ways. 2 weeks ago there were few commentators who were within d... Read More >

NZD The CPI index rose a stronger than expected 1.6 percent in the June quarter, taking the annual headline inflation rate to 4 percent.  The quarterly increase... Read More >

Fannie and Freddie: Not a far away problem What a weekend! Sure the test match was a jaffa and the Goodwood Festival of Speed satisfied one’s need for noise, e... Read More >

Can Sterling Find Its Silver Lining?  Gordon Brown celebrated, if that’s the correct word, 1 year in the job on Friday. A worse year does not seem possible wit... Read More >

Markets Continue To Pound On Sterling Sterling was a volatile little beastie last week as criss-crossing data pulled it all over the place and the markets conti... Read More >

King to get his stationery ready Last week was once again a poor one for sterling; hammered by the dollar and unable to capitalise on the weakening euro, the p... Read More >

Our predictions of a stronger dollar yesterday materialised as data and commodity markets combined to help the greenback. The move against euro and sterling was... Read More >

UK PPI data was slightly mixed with input prices coming in below expectation but the core output above at 0.4% vs. 0.2% expected.Today’s focus will be on the co... Read More >