Louise Cooper Finance economics markets retail business
 

Finance

Lloyds – generating capital and returning to the glory days..

 

Wednesday, February 22nd, 2017

Lloyds was always a well managed bank until it bought the disaster that was HBOS.  Well today’s 2016 full year results show signs of that well managed bank returning.  And the quality is apparent in many financial measures: Loan to value on Lloyds mortgage book […]

Maybe its time to be bullish??

 

Thursday, February 2nd, 2017

Sterling fell throughout Carney’s speech, down 0.8% against $ and down 1.2% against Euro. So the currency markets viewed what he said as dovish – that rate increases are less likely. But the bond market was more unsure with the with 10 year gilt yield barely […]

With Booker, Tesco get a prize..

 

Friday, January 27th, 2017

Tesco has chosen vertical integration with the “merger” with Booker. Sainsbury’s choose horizontal diversification buying Argos Both deals show the continuing difficulties of the food retail business. Both strategies are worthy, although if you are committed to food retail, I […]

Another To Do List for our Prime Minister

 

Monday, January 23rd, 2017

12 Point Brexit plan 10 Pillars Industrial Strategy I’d love to see her To Do – I best its not on the back of a used envelope. Prime Minster May is promising a “public consultation” on what is needed for the economy […]

John Browett, CEO of Dunelm

 

Monday, January 23rd, 2017

Since the Brexit referendum shoppers have been warned about the rising price of Marmite, Mr Kipling cakes and shoes from Next. Now it looks like pillows and duvets. John Browett, chief executive at Dunelm – one of the UK’s biggest […]

Radio 4 In Business – NHS and Productivity

 

Monday, January 23rd, 2017

The NHS is facing a sustained squeeze. An ageing population, the rising cost of new treatments and increasing patient demand on the one hand, and the impact of continued austerity on the other. What can it do? One answer might […]

Interview with Sir William Sargent CEO of Framestore-Oscar winning Visual Effects firm

 

Monday, January 23rd, 2017

When the British special effects group Framestore was sold to the Chinese in November, the £150million deal was met with dismay by some critics.  The company – which produced visual effects for Fantastic Beasts And Where To Find Them – […]

Market reaction muted to Italain Referendum Result..

 

Monday, December 5th, 2016

As I write this the Italian stock market is up 0.4%.  After fearing wide falls, the Italian stock markets is actually up. However there are a number of things to note.  Firstly the Italian stock market has already underperformed the wider […]

The rise of uncertainty and unpredicatability…..

 

Thursday, November 24th, 2016

Post Brexit and Trump, the world has become significantly more uncertain and unpredictable.  Economic and fiscal forecasts are therefore even more likely to be wildly inaccurate (and they weren’t great at predicting the future to start with).  The OBR has […]

“Past performance is no guide to future performance…”

 

Wednesday, October 12th, 2016

love the Herstmonceaux Observatory and would thoroughly recommend it to anyone (even without kids).  Seeing Jupiter’s moons through a 19th century telescope was magical (I still am amazed that the photons entering my eyeball had travelled half way across our solar system).  […]

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