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UK Markets Analyst

A regular economic “reality check” on UK asset markets, including bonds, equities and property. This bridges the gap between macro-economics and financial market analysis. every quarter, or when market conditions warrant.

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Jonathan Loynes John Higgins Samuel Tombs
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Articles
UK Commercial Property > UK Markets Analyst — Super low gilt yields here to stayUK Commercial Property > UK Markets Analyst — Markets underestimate euro-zone threatUK Commercial Property > UK Markets Analyst — Markets positioned for feeble recoveryUK Commercial Property > UK Markets Analyst — Rate worries ease as growth fears buildUK Commercial Property > UK Markets Analyst — Growth worries starting to buildUK Commercial Property > UK Markets Analyst — Markets become more optimistic on recoveryUK Commercial Property > UK Markets Analyst — Markets disregard double-dip risks... for nowUK Commercial Property > UK Markets Analyst — Fading recovery prospects darken market outlookUK Commercial Property > UK Markets Analyst — Fiscal worries weigh on marketsUK Commercial Property > UK Markets Analyst — Inflation worries will eventually prove misplaced
UK Commercial Property > UK Markets Analyst — No “conundrum” in bond/equity divergenceUK Commercial Property > UK Markets Analyst — Markets take green shoots at face valueUK Commercial Property > UK Markets Analyst — Markets grasp the grim realityUK Commercial Property > UK Markets Analyst — Markets pricing in only mild recessionUK Commercial Property > UK Markets Analyst — Adjustment to economic gloom has further to goUK Commercial Property > UK Markets Analyst — Markets defy the economic gloomUK Commercial Property > UK Markets Analyst — Bond market’s gloom spreads to equitiesUK Commercial Property > UK Markets Analyst — Markets braced for economic downturnUK Commercial Property > UK Markets Analyst — Markets depart from fundamentals.UK Commercial Property > UK Markets Analyst — Markets shrug off higher rates...for now
UK Commercial Property > UK Markets Analyst — Market rates fall as inflation fears easeUK Commercial Property > UK Markets Analyst — Markets more concerned over economic outlookUK Commercial Property > UK Markets Analyst — Markets start to think about lower rates next yearUK Commercial Property > UK Markets Analyst — Economy may not live up to markets’ optimismUK Commercial Property > UK Markets Analyst — Market distortions cloud the pictureUK Commercial Property > UK Markets Analyst — Market schizophrenia can’t last foreverUK Commercial Property > UK Markets Analyst — Bonds vs. Equities - Who’s right about the economy?UK Commercial Property > UK Markets Analyst — Economic pessimism set to deepenUK Commercial Property > UK Markets Analyst — Economy may not live up to markets’ high expectationsUK Commercial Property > UK Markets Analyst — Equities buck the gloomier trend…for now
UK Commercial Property > UK Markets Analyst — Market stability looks likely to end with weaknessUK Commercial Property > UK Markets Analyst — Markets over-do interest rate dangersUK Commercial Property > UK Markets Analyst — Markets’ sanguine response to higher rates may not lastUK Commercial Property > UK Markets Analyst — Markets over-doing the tightening cycleUK Commercial Property > UK Markets Analyst — Market optimism out of tune with economic realityUK Commercial Property > UK Markets Analyst — Post-war schizophrenia in the marketsUK Commercial Property > UK Markets Analyst — Don’t be fooled by the post-war reboundUK Commercial Property > UK Markets Analyst — Economic risks shift to the downsideUK Commercial Property > UK Markets Analyst — The gloom has gone too farUK Commercial Property > UK Markets Analyst — Inflation jitters misplaced
UK Commercial Property > UK Markets Analyst — Hoping for the best...but unlikely to get itUK Commercial Property > UK Markets Analyst — Schizophrenia reversedUK Commercial Property > UK Markets Analyst — Some sanity returnsUK Commercial Property > UK Markets Analyst — Market inflation pessimism overdoneUK Commercial Property > UK Markets Analyst — Adjustment underway, but more to comeUK Commercial Property > UK Markets Analyst — Markets Bet on a Soft LandingUK Commercial Property > UK Markets Analyst — Still some value left at the short end
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