The Tatton Weekly
3 April 2020
Unprecedented quarter or calm before the storm?
by Lothar Mentel
27 March 2020
Extraordinary: : bear and bull market all in one month
by Lothar Mentel
20 March 2020
Government ordered recession
by Lothar Mentel
13 March 2020
Notes on a crash: the short, medium and long term view
by Lothar Mentel
12 March 2020
Forced sellers and other distractions
by Lothar Mentel
9 March 2020
Oil price plunge adds pressure to stock markets
by Lothar Mentel
6 March 2020
Coronavirus market update
by Lothar Mentel
28 February 2020
From all-time high to serious market correction
by Lothar Mentel
21 February 2020
Bubble trouble
by Lothar Mentel
14 February 2020
V-shaped recovery for Valentine
by Lothar Mentel
7 February 2020
Markets show no fear - should they?
by Lothar Mentel
31 January 2020
Headwinds and tailwinds
by Lothar Mentel
24 January 2020
Consolidation ahead?
by Lothar Mentel
23 January 2020
Tatton Teaser - How are central banks fuelling stock markets?
by Lothar Mentel
17 January 2020
All central bank liquidity or improved outlook too?
by Lothar Mentel
10 January 2020
So far so good
by Lothar Mentel
3 January 2020
2020 starts with a Trump card
by Lothar Mentel
20 December 2019
2010/2020 - One decade back, one forward
by Lothar Mentel
13 December 2019
Brightening horizons
by Lothar Mentel
13 December 2019
General Election Comment
by Lothar Mentel
10 December 2019
Tatton Teaser - Property fund suspension
by Lothar Mentel
6 December 2019
Wobbly kick-off to the Festive Season
by Lothar Mentel
29 November 2019
Markets are driving the markets
by Lothar Mentel
22 November 2019
Markets pause for reality check
by Lothar Mentel
15 November 2019
Tatton Teaser - US downturn downtime
by Lothar Mentel
15 November 2019
Swilling cash eases the market mood music
by Lothar Mentel
8 November 2019
Recession concerns retreat
by Lothar Mentel
1 November 2019
Crucial October period safely behind
by Lothar Mentel
30 October 2019
Tatton Teaser - Bonds improving?
by Lothar Mentel
25 October 2019
Slowly turning
by Lothar Mentel
21 October 2019
Tatton Teaser - Orderly Brexit?
by Lothar Mentel
18 October 2019
Brexit breakthrough versus Brexit fatigue
by Lothar Mentel
11 October 2019
Atmospheric Improvements
by Lothar Mentel
4 October 2019
Stall speed economy fears spreading
by Lothar Mentel
27 September 2019
Ominous US-Dollar strength
by Lothar Mentel
20 September 2019
Diverging economic trends - catalyst for trade war resolution?
by Lothar Mentel
13 September 2019
Market sentiment rebound
by Lothar Mentel
6 September 2019
Choppy water but no storm, yet
by Lothar Mentel
30 August 2019
Fattening 'tails'
by Lothar Mentel
23 August 2019
Populism Politics Reversing Austerity?
by Lothar Mentel
9 August 2019
Bond Markets Unnerve Equity Markets - Again
by Lothar Mentel
2 August 2019
The Elephant And The Little Old Lady
by Lothar Mentel
26 July 2019
The Quick And The Not-So-Quick
by Lothar Mentel
19 July 2019
...'Twere Well It Were Done Quickly
by Lothar Mentel
12 July 2019
Positioning for a summer of wait and see
by Lothar Mentel
5 July 2019
Liquidity drives stock markets to new highs – for how long?
by Lothar Mentel
28 June 2019
The middle of the year - a tipping point?
by Lothar Mentel
14 June 2019
Mixed messages
by Lothar Mentel
7 June 2019
The return of the central bank put?
by Lothar Mentel
31 May 2019
Bond rally musings
by Lothar Mentel
24 May 2019
It is getting warmer
by Lothar Mentel
17 May 2019
Market support for Trump or unwarranted equanimity?
by Lothar Mentel
10 May 2019
Geopolitics re-enter market stage
by Lothar Mentel
3 May 2019
Central banks disappoint expectations
by Lothar Mentel
26 April 2019
Waning market stimuli put stock markets on notice
by Lothar Mentel
18 April 2019
Spring time from here?
by Lothar Mentel
12 April 2019
Brexit in-limbo aside, sentiment is improving
by Lothar Mentel
5 April 2019
Happy 10th birthday choppy bull market
by Lothar Mentel
29 March 2019
Quarter End
by Lothar Mentel
22 March 2019
Brinkmanship and extensions
by Lothar Mentel
15 March 2019
Bits & pieces
by Lothar Mentel
8 March 2019
ECB stimulus U-turn leaves markets unimpressed
by Lothar Mentel
1 March 2019
£-Sterling ‘applauds’ prospect of Brexit delay
by Lothar Mentel
25 February 2019
Progress?
by Lothar Mentel
15 February 2019
Brexit - an investment perspective
by Lothar Mentel
8 February 2019
Is 2019’s market recovery beginning to stutter?
by Lothar Mentel
1 February 2019
Turnaround?
by Lothar Mentel
25 January 2019
Market absurdities?
by Lothar Mentel
18 January 2019
Markets looking ahead
by Lothar Mentel
11 January 2019
Substantial but fragile New Year recovery
by Lothar Mentel
4 January 2019
Year-end turbulences heralding difficult 2019?
by Lothar Mentel
21 December 2018
A Turbulent Start to the Holidays
by Lothar Mentel
14 December 2018
The Tatton 2019 Outlook
by Lothar Mentel
7 December 2018
Roller-coaster Advent
by Lothar Mentel
30 November 2018
Predicaments
by Lothar Mentel
23 November 2018
Muted replay of 2015 or end of cycle approaching 2019?
by Lothar Mentel
16 November 2018
Brexit drama vs. renewed global slow down fears
by Lothar Mentel
9 November 2018
The American people have spoken
by Lothar Mentel
2 November 2018
Good-bye cathartic October
by Lothar Mentel
26 October 2018
Stock markets suffer liquidity squeeze
by Lothar Mentel
19 October 2018
Complicated picture suggests taking a step back
by Lothar Mentel
12 October 2018
Autopsy of a stock market sell-off
by Lothar Mentel
5 October 2018
A bond market sell off & our Brexit view
by Lothar Mentel
28 September 2018
Poor politics containing bond market risks?
by Lothar Mentel
21 September 2018
Brexit clamour vs real market news
by Lothar Mentel
14 September 2018
Financial Crisis - 10 years on
by Lothar Mentel
7 September 2018
Interesting times ahead
by Lothar Mentel
31 August 2018
Not the end of the world
by Lothar Mentel
24 August 2018
Steady markets vs. noisy politics
by Lothar Mentel
17 August 2018
Political strongman tactics come home to roost
by Lothar Mentel
10 August 2018
Summer heat wave makes way for return of political heat
by Lothar Mentel
3 August 2018
A gentle deceleration?
by Lothar Mentel
27 July 2018
Hot air for a hot summer?
by Lothar Mentel
20 July 2018
Earnings are growing, why worry?
by Lothar Mentel
13 July 2018
Trump's trade wars - Hard Brexit demonstration potential?
by Lothar Mentel
6 July 2018
It is getting hot
by Lothar Mentel
29 June 2018
Digesting or consolidating?
by Lothar Mentel
22 June 2018
Fragile recovery
by Lothar Mentel
11 June 2018
No Surprises
by Lothar Mentel
8 June 2018
Delicate equilibrium
by Lothar Mentel
1 June 2018
Ignore politics at your peril...
by Lothar Mentel
25 May 2018
Far more interesting than GDPR!
by Lothar Mentel
18 May 2018
What's going on?
by Lothar Mentel
14 May 2018
Batten down the hatches?
by Lothar Mentel
4 May 2018
Past the peak?
by Lothar Mentel
27 April 2018
Confusing signals?
by Lothar Mentel
20 April 2018
A mixture of messages
by Lothar Mentel
13 April 2018
Peaking, plateauing or dimming - and how about that war?
by Lothar Mentel
6 April 2018
Could do better
by Lothar Mentel
29 March 2018
End of a stormy first quarter
by Lothar Mentel
23 March 2018
Now we know it's risky!
by Lothar Mentel
16 March 2018
Back to Normal?
by Lothar Mentel
9 March 2018
Tariffs to growth
by Lothar Mentel
5 March 2018
Time to take some profits
by Lothar Mentel
23 February 2018
Change of direction or gradual normalisation?
by Lothar Mentel
16 February 2018
Breathing easier for the moment
by Lothar Mentel
9 February 2018
Meteoric stock markets crash back to reality
by Lothar Mentel
5 February 2018
Good news turns bad news - again
by Lothar Mentel
26 January 2018
Surprises
by Lothar Mentel
19 January 2018
US$ weakness versus Bitcoin and Carillion
by Lothar Mentel
12 January 2018
Bullish sentiment begins to ring alarm bells
by Lothar Mentel
5 January 2018
Encouraging kick-off
by Lothar Mentel
22 December 2017
Tatton's 2018 Outlook
by Lothar Mentel
15 December 2017
2017 drawing to a close
by Lothar Mentel
8 December 2017
Progress
by Lothar Mentel
6 December 2017
You Have Reached Your Destination
by Lothar Mentel
1 December 2017
Sudden but not entirely unexpected
by Lothar Mentel
24 November 2017
Invincible markets?
by Lothar Mentel
17 November 2017
Yield-curve flattening: a bad omen?
by Lothar Mentel
10 November 2017
Nervous investors herald more volatile markets
by Lothar Mentel
3 November 2017
UK rate rise: '˜one and done' or beginning of rate hiking cycle?
by Lothar Mentel
27 October 2017
Trick or treat season
by Lothar Mentel
20 October 2017
30 years
by Lothar Mentel
13 October 2017
All-time highs and Q3 results outlook: Reasons to be fearful or optimistic?
by Lothar Mentel
6 October 2017
Bad news - good news
by Lothar Mentel
29 September 2017
Movements
by Lothar Mentel
22 September 2017
QT to reverse QE and 2-year transition period to soften Brexit
by Lothar Mentel
15 September 2017
BoE guides for year-end rate hike -Â Bluff or real?
by Lothar Mentel
11 September 2017
'˜Back to school' amidst hurricanes, earthquakes and nuclear threats
by Lothar Mentel
1 September 2017
Bad news, good news
by Lothar Mentel
25 August 2017
Summer low or summer lull?
by Lothar Mentel
18 August 2017
More sellers than buyers
by Lothar Mentel
11 August 2017
Stocks take note of North Korea crisis - or do they?
by Lothar Mentel
4 August 2017
Consolidated base but momentum dwindling
by Lothar Mentel
28 July 2017
Summer thoughts about the '˜longer term'
by Lothar Mentel
21 July 2017
Summer lull - delayed
by Lothar Mentel
14 July 2017
Pre summer-holiday investment check
by Lothar Mentel
7 July 2017
Global growth ploughs on while markets take a breather
by Lothar Mentel
30 June 2017
Return of the Taper Tantrum?
by Lothar Mentel
23 June 2017
Quo Vadis Britain?
by Lothar Mentel
16 June 2017
Central Banks - None the Wiser
by Lothar Mentel
9 June 2017
Strong and Stable?
by Lothar Mentel
2 June 2017
Expected and unexpected turns of events
by Lothar Mentel
26 May 2017
End of globally synchronised growth upswing
by Lothar Mentel
19 May 2017
Trump trade reversal - sign of things to come?
by Lothar Mentel
12 May 2017
Political volatility vs. market calm
by Lothar Mentel
5 May 2017
Megaphone politics calming the stock markets?
by Lothar Mentel
28 April 2017
Pollsters win again / 100 days Trump / economy slows / risk appetite returns
by Lothar Mentel
21 April 2017
Snap - political risks return - or do they?
by Lothar Mentel
13 April 2017
Rollercoaster of expectation changes
by Lothar Mentel
7 April 2017
Constructive tones amongst much noise
by Lothar Mentel
31 March 2017
Remarkable market resilience
by Lothar Mentel
24 March 2017
Returning themes
by Lothar Mentel
17 March 2017
Return of the '˜old normal' or calm before the storm?
by Lothar Mentel
3 March 2017
February 2017 asset class returns
by Lothar Mentel
24 February 2017
One year on from the last stock market correction
by Lothar Mentel
10 February 2017
Market focus returns to Europe
by Lothar Mentel
3 February 2017
From '˜Trump Bump' to '˜Trump Slump'?
by Lothar Mentel
27 January 2017
Consumers make UK the G7 growth champion
by Lothar Mentel
13 January 2017
Living with new realities
by Lothar Mentel
6 January 2017
Growth boosting '˜Animal Spirits' finally returning?
by Lothar Mentel
16 December 2016
Good-bye 2016 - Hello 2017!
by Lothar Mentel
9 December 2016
Santa Rally?
by Lothar Mentel
2 December 2016
Exchange rates return to the spot light
by Lothar Mentel
18 November 2016
Bond market volatility takes centre stage
by Lothar Mentel
11 November 2016
Are financial markets ignoring the Trump risk?
by Lothar Mentel
4 November 2016
Are markets bracing for a '˜President Trump'?
by Lothar Mentel
28 October 2016
Sobering October
by Lothar Mentel
21 October 2016
UK government bonds caught in £-Sterling's downdraft?
by Lothar Mentel
14 October 2016
Markets buffeted by political risk and economic realities
by Lothar Mentel
7 October 2016
Politics are back - £-Sterling plunges - again!
by Lothar Mentel
23 September 2016
Definitely not (yet) Taper Tantrum II
by Lothar Mentel
16 September 2016
Taper Tantrum II?
by Lothar Mentel
9 September 2016
Back to school - end of Goldie-Locks
by Lothar Mentel
5 September 2016
UK business sentiment rebound
by Lothar Mentel
26 August 2016
Have markets '˜run out of road'?
by Lothar Mentel
19 August 2016
Have markets '˜run out of road'?
by Lothar Mentel
12 August 2016
Ultra-low UK yields '˜medicine' brings challenges but drives up returns
by Lothar Mentel
5 August 2016
Market rally despite UK's central bank announcing emergency support measures for the economy
by Lothar Mentel
29 July 2016
Summer blues on the horizon?
by Lothar Mentel
22 July 2016
Market exuberance or dawn of a post fiscal austerity era?
by Lothar Mentel
8 July 2016
'It's an ill wind that blows nobody any good''¦
by Lothar Mentel
10 June 2016
Oil price and bond yield moves cause stock market roller coaster
by Lothar Mentel
3 June 2016
Sell in May and go away?
by Lothar Mentel
27 May 2016
Brexit fears wane, but UK economic momentum has suffered
by Lothar Mentel
20 May 2016
Rate rise anxiety returns, amidst stronger economic data
by Lothar Mentel
6 May 2016
Search for direction after the recovery
by Lothar Mentel
29 April 2016
Falling US$ and rising oil prices vs. central banks' cautioning
by Lothar Mentel
22 April 2016
Politics, politics and politics but markets grind higher regardless
by Lothar Mentel
15 April 2016
Relative calm returns - as does rally scepticism
by Lothar Mentel
8 April 2016
The Panama Papers revelations - Morality versus Legality
by Lothar Mentel
1 April 2016
April fool or permanent market truce as global economy '˜refuses' to change course?
by Lothar Mentel
24 March 2016
Quiet markets as terrorist murders return
by Lothar Mentel
18 March 2016
Stock market recovery continues - because or despite US Fed meeting and UK budget?
by Lothar Mentel
11 March 2016
ECB's Draghi - '˜Super Mario' once more
by Lothar Mentel
4 March 2016
Smell of spring in the air
by Lothar Mentel
3 March 2016
Platform DFM Tatton goes through £2.5bn and is awarded Defaqto 5 star rating after completing 3 year track record
by Lothar Mentel
26 February 2016
Referendum Déjà Vu
by Lothar Mentel
19 February 2016
Markets coming to their senses or just a '˜Bear Squeeze'?
by Lothar Mentel
12 February 2016
Can markets cause a recession?
by Lothar Mentel
5 February 2016
Good riddance January - but will February bring investors relief?
by Lothar Mentel
29 January 2016
Markets close tumultuous January on the up as US Fed keeps its cool
by Lothar Mentel
22 January 2016
Crisis of confidence in central banks' omniscience emerging as sell-off driver
by Lothar Mentel
15 January 2016
Bear markets without recession tend to be brief
by Lothar Mentel
21 December 2015
'Lift off' - with a dovish US rate hike
by Lothar Mentel
11 December 2015
2015 Review providing guidance for 2016 outlook?
by Lothar Mentel
10 November 2015
Bank of England's 5th November release turns into a cracker
by Lothar Mentel
4 November 2015
The wisdom of markets?
by Lothar Mentel
4 November 2015
Rate rise anxiety returns, but fails to shock
by Lothar Mentel
3 November 2015
Is market sentiment turning?
by Lothar Mentel