Interesting stuff... Mervyn King has a cheerful message and, indeed, perhaps Putin is waiting for his turn as well.Thoroughly enjoying your blog - I am, of course, not in your sector - but I enjoy reading independent analysis.The Lehman CDS? Damp squib... waiting to dry out - as you suggest?
Cut base rates to 2% then bring then back up sharply once the recovery gets going.
This will be jolly good for our manufacturing exports! No wait a minute... they're dropping too... and we don't have enough industry any more for an export led-recovery. Looks like we're screwed.
Gentlemen, according to R4 your graphic is now about 6 cents out of date!Eek!
I bought some dollars when they were two to a pound to cover holiday spending for the next few years - I had hoped to buy more but didn't have cash available until the rate went screwy... annoying...
oh, and in case it's of interest to anyone, one of my best friends - who is German and is currently living in Paris for 6 months - emailed yesterday to say that all of the German and French coverage he is reading is consistently and firmly blaming 'ronald reagan and margaret thatcher' for the whole shebang... the article in the FT yesterday about Sarkozy wanting the EU to set up a 'sovereign wealth fund' to buy shares in European companies was a little alarming, to say the least, and may receive more support than we might expect, if this is all being blamed upon the 'anglo-saxon' economic model...
Messrs C@W predicted an EU takeover prevention rule a while back.
yes, but a rule against takeovers by 'other' wealth funds is not quite the same as setting up a fund to buy shares in european companies 'when they are cheap' as has now been proposed...“Stock markets are at a historically low level. There could be an opportunity to create our own sovereign wealth funds...” Mr Sarkozy said in remarks at the European Parliament.
As I said over at Guido, this is a dollar strength story. The same has happened against the EUR, CHF.
Thanks, Mr Charon, delighted to have a distinguished lawyer on our modest benchBE, HAB - doing me best to keep up !Mr W - yup, inflation here we come: cui bono, eh ?sammy - don't we need to have some, err, money to set up a SWF ?oh, and all that blaming the Yanks & the Brits - my friend Gordon Brown told me they'd all hailed him as the saviour of the universe ... did he lie ?
Stock markets at historic lows? Shome mishtake shurely. Those P/E ratios are still very high compared to historical averages.
inflation...er..not yet me thinks. massive falls in price of everything, everywhere as de-leverage occurs. Pound falls too - net result, inflation still set to plummet in the short term.e.g. old oil $147 dollars (£73 old pounds)new oil now $67 (£43 new pounds)still 40%+ overall price drop. Pound would need to fall below parity with the dollar before this became inflationary.
Excellent news - bring on the devaluation and rate cuts!
sammy - don't use cash, use leverage!
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