Monthly Archives: April 2014

bond calls putin

Will Putin listen to the bond market?

President Clinton’s advisor James Carville has famously said reincarnation holds lots of opportunities to return with influence  “But now I want to come back as the bond market. You can intimidate everybody”.

April 15th, 2014 by

Debt

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sickness

UK Dividend Stocks: Does Reckitts need some medicine?

Consumer goods giant Reckitt Benckiser is a potential acquirer of Merck’s consumer health biz. These days acquisitions are getting good market support but it looks like the market is in wait-and-see mode.

April 9th, 2014 by

Income

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Heart of Summer

Utilities sector worryingly leads the way…

The implosion of portions of the high expectation technology and biotech sectors in recent weeks could be interpreted as risk expectations rising and hitting mega-valued stocks. However, does that merit a fully-fledged fear trade?  

April 9th, 2014 by

Style & Sector Trends

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frankenstein2

Japan’s Frankenstein economics experiment update….

WealthiFi readers will know we are keeping a close Q2 eye on Japan and the impact of its new sales tax. BOJ is holding firm and not expanding its asset buying programme so consumers are on their own for now.

April 9th, 2014 by

Debt

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fjord norway

Best selling car model in Norway of all time?

Some news snippets just take your breath away. If readers wanted a glimpse of the consumer future for rich developed economies why not take a peek at Norway and see which car model has just smashed all time sales records?

April 9th, 2014 by

Technology

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samurai march

Japan: The biggest economics experiment in the world – Chapter 2.

Ok, we are into Q2 and Abenomics in Japan embarks on a new chapter in the world’s biggest economics experiment. From April 1st Japanese consumers will now pay an increased 8% sales tax (vs 5% previously).

April 1st, 2014 by

Debt

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wow!

Utilities sector star performance in Q1….whoodathunk!

Well, well, well…. there we were all set for a 2014 with a steady further recovery in growth as the Fed eased off the QE pedal. Didn’t quite pan out in Q1 did it?

April 1st, 2014 by

Style & Sector Trends

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baby elephant

Diamond Bob seeks African banking gems….

Ex-Barclays CEO Bob Diamond is putting some serious cash to work in Africa. Whatever about his governance difficulties at Barclays he has always been a very savvy trader.

April 1st, 2014 by

Financials

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shopping crowd

UK corporates go shopping abroad…?

Not that long ago we wrote about GBP currency strength adding almost 10% to UK corporate firepower if considering acquisitions. Today we note Finland’s Metso has been approached by fellow UK engineer Weir about a potential £8 billion merger.

April 1st, 2014 by

Mergers and Acquisitions

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