What does the soft-landing look like?
As some head off for summer breaks, investor sentiment and portfolio positioning are at record bearish levels with many investors nursing historic losses across both bonds and stocks. Recent fiscal and monetary support is being unwound the world over at a rapid pace...
Marking the midpoint of the year
The summer solstice has been celebrated at Stonehenge for millennia. It is a significant time of the year for us at Tellsons too; not because of the position of the sun in the sky, but because first half earnings season is upon us. And this year it is even more...
Beware the Bear
The origin of the term ‘bear’ in financial parlance stems from the proverb that warns: “not to sell the bear’s skin before you have caught the bear”. This was applied to short sellers in the South Sea bubble in the 18th century and means someone who believes prices...
Reckitt – In Brief
Last week Reckitt reported an increase in their prices of 5.3% in the first quarter, in line with the likes of Procter & Gamble and Nestle. And volumes were also up if you exclude pandemic distorted surge and declines in Lysol. The company raised its outlook for...Follow Us:
