Monthly Archives: April 2017

On Friday GDP data for the US in Q1 will be released. We expect this to show a “passing of the baton”, as US growth moderates (to around 1% annualised) but Europe and Emerging Markets ... more
After battles with the courts and with Senate, it’s started to look like President Trump will struggle to generate any real change domestically. Last week suggests that the US President might switch his attention to ... more
Having a financial plan is the most important step you can take towards achieving a financially independent future for yourself and your loved ones. While this may seem very obvious, we are constantly amazed at ... more
In a President Trump world, equity markets apparently don’t do big moves; realised volatility on the S&P 500 has come in below 7% since the 8th November election. Therefore, despite equities sitting only 1.7% below ... more
MIND THE GAP We’ve been talking for a while about a growing divergence between impressive “soft” economic data (surveys estimating sentiment) and more sluggish “hard” releases quantifying activity, particularly in the US. As examples, NIFB ... more