Neil Behrmann - Page 2 of 32 - Market Sentiment & Lateral Thoughts

July 31, 2018July 31, 2018

Surge in crop prices highlight inflation dangers

Markets have ignored the impact of drought on inflation, bond yields and equities

Key agricultural commodity prices could cause an unexpected spike in US, European and Asian producer and consumer inflation. The key question is to what extent?

If indeed … Read the rest

July 20, 2018July 26, 2018

Brexit negotiators must compromise to avoid fallout

Both sides cannot afford a Brexit deal failure as the European and UK economies are not growing strongly

European Union (EU) and UK Brexit negotiators will have to come to a workable Brexit compromise to prevent a severe financial and … Read the rest

July 16, 2018July 26, 2018

UK’s summer sunshine masks perils from simmering Brexit civil war

WHEN voters chose Brexit in the June 2016 UK referendum, sterling and the stock market slumped. Two years later risks are ignored

Despite the dangers from a bitter civil war within the ruling Conservative government and growing possibility of a … Read the rest

July 16, 2018July 26, 2018

Brexit White Paper alarms City

Leaders of the UK’s financial sector are alarmed that the government’s negotiating proposals will place the City of London at a major disadvantage.

The fear is that the loss of independence will boost New York, Singapore and other financial centres. … Read the rest