Author Archives: kitjuckes

I don’t want realism. I want magic!

The balance of payments will always balance, by definition.  UK citizens buy and sell goods, services and assets to and from foreigners and in the end what moves are the prices of those goods, services, assets and the value of … Continue reading

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Are we really stupid enough to prefer 2006-2010 to 1995-1999?

I have spent the last week seeing investors in the US. there is a huge debate going on in markets at the moment about whether the US Federal reserve should, or will, slow down the pace at which they have … Continue reading

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Sell sterling after horrid trade figures

The UK saw a fair amount of data today, starting on a positive note with the BRC sales figures (bouncing back in September). That was tempered by a gloomy assessment of the economic risks from the IMF. Weak manufacturing output … Continue reading

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Hello world!

Welcome to WordPress.com! This is your very first post. Click the Edit link to modify or delete it, or start a new post. If you like, use this post to tell readers why you started this blog and what you … Continue reading

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