Louise Cooper Finance economics markets retail business
 
 

Richard Thaler - Nobel Prize Winning Economist

Monday , 9th October 2017

Richard Thaler has just won the Nobel Prize for Economic - his Nudge Theory.He is the behavioural economist who helped David CAmeron develop auto-enrolment for pensions here in the UK.Well I ...


Running Hard to Stand Still - Tesco..

Wednesday , 4th October 2017

Wednesday 4th October 2017Tesco has reinstated a token 1p a share dividend today with its Interim results. This is a significant milestone. Boards hate cutting dividends even more so in a extreme ...


Monarch, Air Berlin, Alitalia.. why the airline industry is so tough...

Monday , 2nd October 2017

Monarch has been in trouble for some years - not large enough to have serious capital and with a mess of a strategy. It flew long haul, short haul, with a rump of a holiday business. At the same tim...


The $14tn Great Monetary Experiment.... coming to an end?

Thursday , 21st September 2017

And so the Great Monetary Policy Experiment that is Quantitative Easing is facingitsbiggest test.From October the Federal Reserve in America will begin to unwind its $4.5tn balance sheet. And don...


The Three Wise Monkeys? Or the Three Stooges?

Friday , 23rd June 2017

And now onto my macro musings after the three speeches this week of the Chancellor, the Governor and the Economist (Phillip Hammond, Mark Carneyand Andy Haldane). I am not sure if I should compare t...


One Year on from Brexit.. Do not lament Sterling weakness..

Friday , 23rd June 2017

Sterling is down 13% on a trade weighted basis since the Brexit vote. This has helped manufacturing orders to hit their highest level since 1998 according to data out today. Sterling's decline isbe...


1+1=?????

Friday , 16th June 2017

Or the failure of the political class to be able to do maths...My Sunday Times column:Diane Abbott is not alone in failing to do her sums. Her car crash interview on LBC on the cost of a larg...


The Politicalization of the Bank of England

Thursday , 15th June 2017

QE and ZIRP have political consequences...One week on from the General Election and the Bank of England meets to decide on interest rates.The UK's central bank, like the ECB, the Fed and the B...


My FOOC for Radio 4 on Greece...

Thursday , 15th June 2017

Or what I learnt during my pedicure about the state of Greece...click here to listen..My FOOC starts at 11mins through it.. Greece has been in the headlines now for almost a decade: eco...


Nutmeg needs major growth to stay spicey

Thursday , 15th June 2017

Or why RoboAdvisors are finding its not so easy to gather assets.My column for the Spectator:click here


Vanguard launch in the UK...

Thursday , 18th May 2017

At the end of last year I wrote a piece in the Sunday Timeson The unsung hero of your retirement, John Bogle:click hereMr Bogle (Jack to his friends) founded Vanguard - now the world's sec...


Budgetary musings...

Wednesday , 8th March 2017

Hammond's budget didn't contain many changes andthose that it did contain were pre-announced. The Adam Smith Institute called it the dullest budget in recent history. Harsh, but fair although biz...


Warren Buffett and I think the same.... Bogle our hero...

Sunday , 26th February 2017

This year's annual Berkshire Hathaway letter from Warren Buffett published this weekend included the following comment about John Bogle, founder of Vanguard:If a statue is ever erected to honor t...


RBS - still going in the wrong direction...

Friday , 24th February 2017

We are no longer a bank with global aspirationsThis is a bank all about downsizing.RBS:still in lossesstill wiping out capital10 pages of clean up costs and risks from past misbehaviou...


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

Wednesday , 22nd February 2017

Lloyds was always a well managed bank until it bought the disasterthat wasHBOS. Well today's 2016 full year results show signs of that well managed bank returning.Andthe qualityis apparent i...


Maybe its time to be bullish??

Thursday , 2nd February 2017

Sterling fell throughout Carney's speech, down 0.8% against $ and down 1.2% against Euro.So the currency markets viewedwhat he saidas dovish - that rate increases are less likely.But the bond m...


With Booker, Tesco get a prize..

Friday , 27th January 2017

Tesco has chosen vertical integration with the merger with Booker.Sainsbury's choose horizontal diversification buying ArgosBoth deals show the continuing difficulties of the food retail busines...


Another To Do List for our Prime Minister

Monday , 23rd January 2017

12 Point Brexit plan10 Pillars Industrial StrategyI'd love to see herTo Do- I best its not on the back of a used envelope.Prime Minster May is promising a public consultation on what is ne...


John Browett, CEO of Dunelm

Monday , 23rd January 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 D...


Radio 4 In Business - NHS and Productivity

Monday , 23rd January 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 c...


 

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