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Archive for the UK Economy Category

The zero rate trap – The Economist 09-18-15

Salient to Investors: No Fed tightening was a sensible decision. The Fed is in a trap: low interest rates have raised global equity markets, whose collapse in August helped in preventing the Fed from raising rates. Most British homeowners have variable rate mortgages so while interest rate cuts staved off a potential

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Three economic crises, cutting rates and banning cash – The Economist 09-18-15

Salient to Investors: Andy Haldane at the Bank of England said: Inflationary reputation is hard-earned and easily lost central bank promises to re-anchoring the rate at some future point is damaging to macro-economic stability. Further QE, especially making it permanent, risks blurring the boundary between monetary and fiscal policy and hurts central

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When It Comes To Total Debt, Greece Is Not That Much Worse Than France (Or The USA) – Zero Hedge 07-17-15

Salient to Investors: Tyler Durden writes: The IMF has admitted Greece has an unsustainable debt problem. French PM Hollande’s sole focus in the Greek crisis was to preserve near-term stability and his job at any cost – he is guaranteed to lose the 2017 French elections. Once the current generation

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Fareed Zakaria GPS – CNN 05-24-15

Salient to Investors: Fareed Zakaria said: Britain, which created the world we live in, has become parochial and has essentially resigned as a global power: a tragedy for us all. The Royal United Services Institute predicts that the British army could shrink to 50,000, smaller than at any point since the 1770s

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IMF downgrades global growth forecast – BBC News 01-19-15

Salient to Investors: The IMF said: The global economy will grow 3.5% in 2015 and 3.7% in 2016. The boost from the sharp fall in oil prices will be more than offset by negative factors, including weaker investment. The euro area recovery will continue at only 1.2% growth in 2015 and 1.4% in 2016.

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Fareed Zakaria GPS – CNN 01-18-15

Salient to Investors: Fareed Zakaria said: The theory that “we fight them there so we don’t have to fight them here” is still wrong and would commit the US to a fool’s errand for decades. Cherif Kouachi, one of the Paris terrorists, testified that it was American intervention in the Middle East

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Income Inequality Significantly Hurts Economic Growth, OECD Says – Bloomberg 12-08-14

Salient to Investors: The OECD said: Widening inequality creates a drag on economic growth that can be counteracted by tax policies to benefit the less well-off. Changes in wages and salaries have been the biggest direct driver of inequality. The earnings of the 10% best-paid workers have risen relative to the

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Almost Half of China’s Rich Want to Emigrate – BloombergBusinessWeek 09-15-14

Salient to Investors: Barclays said 47% of China’s wealthy are planning to move abroad within 5 years, versus 23% in Singapore, 16% in Hong Kong, 20% in Britain, 6% in America and 5% in India. 78% named bettering children’s education and their future job prospects as their main reasons, 73% said a better

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U.K. Workers Get No Relief as Wage Squeeze to Extend Into 2015 – Bloomberg 09-15-14

Salient to Investors: 74 percent of 34 analysts expect wage growth to begin to outpace inflation on a sustainable basis in Q2, 2015 or later. Rob Wood at Berenberg Bank said real wages will start to grow in half1 2015 but it will be several years before we get back to

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‘Deeply elitist UK locks out diversity at top’ – BBC News 08-28-14

Salient to Investors: The Social Mobility and Child Poverty Commission found: The UK is deeply elitist and small elites, educated at independent schools and Oxford/Cambridge still dominate top roles 71% of senior judges, 62% of senior armed forces officers, 55% of top civil servants, 50% of the House of Lords,

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