The Tatton Weekly
19 October 2020
A winter chill blows through October
16 October 2020
Watching and Waiting
12 October 2020
Monday Digest 12 October
9 October 2020
Baffling market optimism
5 October 2020
Monday Digest 5 October
2 October 2020
State of the global economy
2 October 2020
US election market impact – not straight forward
2 October 2020
A question of time horizons
28 September 2020
Monday Digest
25 September 2020
A recovery on hold
21 September 2020
Monday Digest
18 September 2020
Taking a step back to look forward
14 September 2020
Monday Digest
11 September 2020
Frictions and Contradictions
7 September 2020
Monday Digest
4 September 2020
September starts with a bang in markets
1 September 2020
Bank Holiday Digest
28 August 2020
Big tech gets bigger while the Fed takes the easy option
24 August 2020
Monday Digest
21 August 2020
Fed leaves investors with a sinking feeling
17 August 2020
Monday Digest
14 August 2020
COVID II the sequel – as scary as the original?
10 August 2020
Monday Digest
7 August 2020
Living with COVID- settling into an interim ‘new normal’
3 August 2020
Monday Digest
31 July 2020
Summer Sunshine Beckons, But Politics Still Cast A Long Shadow
27 July 2020
Monday Digest
24 July 2020
PPE = Politics, Pressure and Economics
20 July 2020
Monday Digest
17 July 2020
Discomfort of disappearing safety nets
13 July 2020
Monday Digest
10 July 2020
Fast and freewheeling
3 July 2020
H1 2020 offers meaningful lessons
29 June 2020
Monday Morning Digest
26 June 2020
Support - but for how long?
22 June 2020
Monday Morning Digest
19 June 2020
A new normal
15 June 2020
Tatton Monday Morning Digest - 15 June
12 June 2020
Stock markets suffer altitude sickness
8 June 2020
Tatton Monday Digest 8th June
5 June 2020
Markets are enjoying an uncomfortably benign pandemic
1 June 2020
Tatton Monday Morning Digest June 1st
29 May 2020
Optimistic markets despite second wave lockdown threat
22 May 2020
Just as the sun comes out, clouds appear in the East
15 May 2020
US-China cold war: Threat or blessing?
7 May 2020
Most welcome, if feeble, signs of pulling together
1 May 2020
Lock-down, Open-up
24 April 2020
Trial and error
17 April 2020
Lifting lockdown remains a delicate balancing act
10 April 2020
Fading threat of financial crisis re-opens old divides
3 April 2020
Unprecedented quarter or calm before the storm?
27 March 2020
Extraordinary: : bear and bull market all in one month
20 March 2020
Government ordered recession
13 March 2020
Notes on a crash: the short, medium and long term view
12 March 2020
Forced sellers and other distractions
9 March 2020
Oil price plunge adds pressure to stock markets
6 March 2020
Coronavirus market update
28 February 2020
From all-time high to serious market correction
21 February 2020
Bubble trouble
14 February 2020
V-shaped recovery for Valentine
7 February 2020
Markets show no fear - should they?
31 January 2020
Headwinds and tailwinds
24 January 2020
Consolidation ahead?
23 January 2020
Tatton Teaser - How are central banks fuelling stock markets?
17 January 2020
All central bank liquidity or improved outlook too?
10 January 2020
So far so good
3 January 2020
2020 starts with a Trump card
20 December 2019
2010/2020 - One decade back, one forward
13 December 2019
Brightening horizons
13 December 2019
General Election Comment
10 December 2019
Tatton Teaser - Property fund suspension
6 December 2019
Wobbly kick-off to the Festive Season
29 November 2019
Markets are driving the markets
22 November 2019
Markets pause for reality check
15 November 2019
Tatton Teaser - US downturn downtime
15 November 2019
Swilling cash eases the market mood music
8 November 2019
Recession concerns retreat
1 November 2019
Crucial October period safely behind
30 October 2019
Tatton Teaser - Bonds improving?
25 October 2019
Slowly turning
21 October 2019
Tatton Teaser - Orderly Brexit?
18 October 2019
Brexit breakthrough versus Brexit fatigue
11 October 2019
Atmospheric Improvements
4 October 2019
Stall speed economy fears spreading
27 September 2019
Ominous US-Dollar strength
20 September 2019
Diverging economic trends - catalyst for trade war resolution?
13 September 2019
Market sentiment rebound
6 September 2019
Choppy water but no storm, yet
30 August 2019
Fattening 'tails'
23 August 2019
Populism Politics Reversing Austerity?
9 August 2019
Bond Markets Unnerve Equity Markets - Again
2 August 2019
The Elephant And The Little Old Lady
26 July 2019
The Quick And The Not-So-Quick
19 July 2019
...'Twere Well It Were Done Quickly
12 July 2019
Positioning for a summer of wait and see
5 July 2019
Liquidity drives stock markets to new highs – for how long?
28 June 2019
The middle of the year - a tipping point?
14 June 2019
Mixed messages
7 June 2019
The return of the central bank put?
31 May 2019
Bond rally musings
24 May 2019
It is getting warmer
17 May 2019
Market support for Trump or unwarranted equanimity?
10 May 2019
Geopolitics re-enter market stage
3 May 2019
Central banks disappoint expectations
26 April 2019
Waning market stimuli put stock markets on notice
18 April 2019
Spring time from here?
12 April 2019
Brexit in-limbo aside, sentiment is improving
5 April 2019
Happy 10th birthday choppy bull market
29 March 2019
Quarter End
22 March 2019
Brinkmanship and extensions
15 March 2019
Bits & pieces
8 March 2019
ECB stimulus U-turn leaves markets unimpressed
1 March 2019
£-Sterling ‘applauds’ prospect of Brexit delay
25 February 2019
Progress?
15 February 2019
Brexit - an investment perspective
8 February 2019
Is 2019’s market recovery beginning to stutter?
1 February 2019
Turnaround?
25 January 2019
Market absurdities?
18 January 2019
Markets looking ahead
11 January 2019
Substantial but fragile New Year recovery
4 January 2019
Year-end turbulences heralding difficult 2019?
21 December 2018
A Turbulent Start to the Holidays
14 December 2018
The Tatton 2019 Outlook
7 December 2018
Roller-coaster Advent
30 November 2018
Predicaments
23 November 2018
Muted replay of 2015 or end of cycle approaching 2019?
16 November 2018
Brexit drama vs. renewed global slow down fears
9 November 2018
The American people have spoken
2 November 2018
Good-bye cathartic October
26 October 2018
Stock markets suffer liquidity squeeze
19 October 2018
Complicated picture suggests taking a step back
12 October 2018
Autopsy of a stock market sell-off
5 October 2018
A bond market sell off & our Brexit view
28 September 2018
Poor politics containing bond market risks?
21 September 2018
Brexit clamour vs real market news
14 September 2018
Financial Crisis - 10 years on
7 September 2018
Interesting times ahead
31 August 2018
Not the end of the world
24 August 2018
Steady markets vs. noisy politics
17 August 2018
Political strongman tactics come home to roost
10 August 2018
Summer heat wave makes way for return of political heat
3 August 2018
A gentle deceleration?
27 July 2018
Hot air for a hot summer?
20 July 2018
Earnings are growing, why worry?
13 July 2018
Trump's trade wars - Hard Brexit demonstration potential?
6 July 2018
It is getting hot
29 June 2018
Digesting or consolidating?
22 June 2018
Fragile recovery
11 June 2018
No Surprises
8 June 2018
Delicate equilibrium
1 June 2018
Ignore politics at your peril...
25 May 2018
Far more interesting than GDPR!
18 May 2018
What's going on?
14 May 2018
Batten down the hatches?
4 May 2018
Past the peak?
27 April 2018
Confusing signals?
20 April 2018
A mixture of messages
13 April 2018
Peaking, plateauing or dimming - and how about that war?
6 April 2018
Could do better
29 March 2018
End of a stormy first quarter
23 March 2018
Now we know it's risky!
16 March 2018
Back to Normal?
9 March 2018
Tariffs to growth
5 March 2018
Time to take some profits
23 February 2018
Change of direction or gradual normalisation?
16 February 2018
Breathing easier for the moment
9 February 2018
Meteoric stock markets crash back to reality
5 February 2018
Good news turns bad news - again
26 January 2018
Surprises
19 January 2018
US$ weakness versus Bitcoin and Carillion
12 January 2018
Bullish sentiment begins to ring alarm bells
5 January 2018
Encouraging kick-off
22 December 2017
Tatton's 2018 Outlook
15 December 2017
2017 drawing to a close
8 December 2017
Progress
6 December 2017
You Have Reached Your Destination
1 December 2017
Sudden but not entirely unexpected
24 November 2017
Invincible markets?
17 November 2017
Yield-curve flattening: a bad omen?
10 November 2017
Nervous investors herald more volatile markets
3 November 2017
UK rate rise: '˜one and done' or beginning of rate hiking cycle?
27 October 2017
Trick or treat season
20 October 2017
30 years
13 October 2017
All-time highs and Q3 results outlook: Reasons to be fearful or optimistic?
6 October 2017
Bad news - good news
29 September 2017
Movements
22 September 2017
QT to reverse QE and 2-year transition period to soften Brexit
15 September 2017
BoE guides for year-end rate hike -Â Bluff or real?
11 September 2017
'˜Back to school' amidst hurricanes, earthquakes and nuclear threats
1 September 2017
Bad news, good news
25 August 2017
Summer low or summer lull?
18 August 2017
More sellers than buyers
11 August 2017
Stocks take note of North Korea crisis - or do they?
4 August 2017
Consolidated base but momentum dwindling
28 July 2017
Summer thoughts about the '˜longer term'
21 July 2017
Summer lull - delayed
14 July 2017
Pre summer-holiday investment check
7 July 2017
Global growth ploughs on while markets take a breather
30 June 2017
Return of the Taper Tantrum?
23 June 2017
Quo Vadis Britain?
16 June 2017
Central Banks - None the Wiser
9 June 2017
Strong and Stable?
2 June 2017
Expected and unexpected turns of events
26 May 2017
End of globally synchronised growth upswing
19 May 2017
Trump trade reversal - sign of things to come?
12 May 2017
Political volatility vs. market calm
5 May 2017
Megaphone politics calming the stock markets?
28 April 2017
Pollsters win again / 100 days Trump / economy slows / risk appetite returns
21 April 2017
Snap - political risks return - or do they?
13 April 2017
Rollercoaster of expectation changes
7 April 2017
Constructive tones amongst much noise
31 March 2017
Remarkable market resilience
24 March 2017
Returning themes
17 March 2017
Return of the '˜old normal' or calm before the storm?
3 March 2017
February 2017 asset class returns
24 February 2017
One year on from the last stock market correction
10 February 2017
Market focus returns to Europe
3 February 2017
From '˜Trump Bump' to '˜Trump Slump'?
27 January 2017
Consumers make UK the G7 growth champion
13 January 2017
Living with new realities
6 January 2017
Growth boosting '˜Animal Spirits' finally returning?
16 December 2016
Good-bye 2016 - Hello 2017!
9 December 2016
Santa Rally?
2 December 2016
Exchange rates return to the spot light
18 November 2016
Bond market volatility takes centre stage
11 November 2016
Are financial markets ignoring the Trump risk?
4 November 2016
Are markets bracing for a '˜President Trump'?
28 October 2016
Sobering October
21 October 2016
UK government bonds caught in £-Sterling's downdraft?
14 October 2016
Markets buffeted by political risk and economic realities
7 October 2016
Politics are back - £-Sterling plunges - again!
23 September 2016
Definitely not (yet) Taper Tantrum II
16 September 2016
Taper Tantrum II?
9 September 2016
Back to school - end of Goldie-Locks
5 September 2016
UK business sentiment rebound
26 August 2016
Have markets '˜run out of road'?
19 August 2016
Have markets '˜run out of road'?
12 August 2016
Ultra-low UK yields '˜medicine' brings challenges but drives up returns
5 August 2016
Market rally despite UK's central bank announcing emergency support measures for the economy
29 July 2016
Summer blues on the horizon?
22 July 2016
Market exuberance or dawn of a post fiscal austerity era?
8 July 2016
'It's an ill wind that blows nobody any good''¦
10 June 2016
Oil price and bond yield moves cause stock market roller coaster
3 June 2016
Sell in May and go away?
27 May 2016
Brexit fears wane, but UK economic momentum has suffered
20 May 2016
Rate rise anxiety returns, amidst stronger economic data
6 May 2016
Search for direction after the recovery
29 April 2016
Falling US$ and rising oil prices vs. central banks' cautioning
22 April 2016
Politics, politics and politics but markets grind higher regardless
15 April 2016
Relative calm returns - as does rally scepticism
8 April 2016
The Panama Papers revelations - Morality versus Legality
1 April 2016
April fool or permanent market truce as global economy '˜refuses' to change course?
24 March 2016
Quiet markets as terrorist murders return
18 March 2016
Stock market recovery continues - because or despite US Fed meeting and UK budget?
11 March 2016
ECB's Draghi - '˜Super Mario' once more
4 March 2016
Smell of spring in the air
3 March 2016
Platform DFM Tatton goes through £2.5bn and is awarded Defaqto 5 star rating after completing 3 year track record
26 February 2016
Referendum Déjà Vu
19 February 2016
Markets coming to their senses or just a '˜Bear Squeeze'?
12 February 2016
Can markets cause a recession?
5 February 2016
Good riddance January - but will February bring investors relief?
29 January 2016
Markets close tumultuous January on the up as US Fed keeps its cool
22 January 2016
Crisis of confidence in central banks' omniscience emerging as sell-off driver
15 January 2016
Bear markets without recession tend to be brief
21 December 2015
'Lift off' - with a dovish US rate hike
11 December 2015
2015 Review providing guidance for 2016 outlook?
10 November 2015
Bank of England's 5th November release turns into a cracker
4 November 2015
The wisdom of markets?
4 November 2015
Rate rise anxiety returns, but fails to shock
3 November 2015