The economic consequence of the Ukraine war may well have a greater impact on the London residential property market than sanctions against the Oligarchs.
The crisis has brought in its wake higher inflation and bond yields that will inevitably raise … Read the rest
War, commodities, inflation, bonds and equities
Earlier this year I reported that a minority of economists contended that global market participants had exaggerated fears about accelerating inflation and higher interest rates.
In the short run the war proved them wrong. Inflation, especially energy prices have soared. … Read the rest
UK residential property market takes agents and analysts by surprise
Regional cities and the country outperform London by a wide margin. Outer London areas stronger than prime central London and City
Real estate participants are uncertain about the course of the UK and global stock markets and the impact … Read the rest
Asians and central banks buy gold from disenchanted investors & Speculators
Gold bulls can thank the jewellery business, Asian hoarders and central banks for the steady price consolidation between $1740 and $1830 an ounce. The price jumped to the peak of the range in recent weeks partly because hedge funds were … Read the rest