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Iggo's insight

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175 insights found

Iggo's insight

Old favourites

Some old favourite themes have been in focus this week as we took a breather from events in Washington.

Iggo's insight

Roaring twenties

I hope you were able to stay safe and enjoy the holidays and I wish you a very happy and prosperous 2021.

Iggo's insight
10 minute read

Risk premium repression

In 2021 the pandemic should be over, Trump will be gone and Brexit done. But one thing will still be with us and that is the overwhelming influence of monetary policy over financial markets

Iggo's insight

Shaken or stirred, Mr Bond?

There are still lots of reasons not to be bearish on fixed income. However, the macro outlook does lend itself to the idea that somewhat higher yields would not be out of place.

Iggo's insight

See the light

Stock markets reached record highs before the Thanksgiving holiday.

Iggo's insight

Hoping to give thanks

Markets want to trade with cyclical hope but we might be back in a wait-and-see regime for a few weeks.

Iggo's insight

Say goodbye, say hello

It seems we might have reached the point when it is reasonable to expect that growth will extend beyond online shopping, communications, payments systems and distribution businesses.

Iggo's insight

And the winner is....

It’s been a fascinating US election so far, as we all thought it would be. Fears of a presidential meltdown at the prospect of losing appear to be materialising before our eyes.

Iggo's insight

The trade-off

Comparedto the spring we have higher economic activity today even with much higher coronavirus cases.