Santa Pivot

Santa Pivot

This time last year we outlined a Santa Paus scenario that we suggested might evolve in 2023. Looking back now at the somewhat surprising year 2023 turned out to be, the prognosis wasn’t that far from the mark, at least so far as the economy, inflation and interest...
Santa Pause

Santa Pause

Investment Week published in their July issue a hypothetical view from the Endeavour Fund managers of the much sought-after ‘soft landing’ that could emerge in the US over the second half of the year (see here in our regular Trades features). We suggested it was a lot...
Riding out Europe’s energy crisis

Riding out Europe’s energy crisis

A year ago, the activation of the NordStream2 pipeline was still waiting for final approval from the German government, delayed by concerns about its implications for Europe’s energy independence. The Russian invasion of the Ukraine six months ago made these concerns...
Jackson Hole is a trifecta of confidence

Jackson Hole is a trifecta of confidence

Financial conditions management has become the primary tool of choice for the Federal Reserve, impacting market and consumer expectations even before any action on interest rate policy. Serial rate hikes this year have followed the guidance, with more to come, and the...

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