Louise Cooper Finance economics markets retail business
 
 

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...


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

Monday , 23rd January 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 Fanta...


Market reaction muted to Italain Referendum Result..

Monday , 5th December 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 ma...


The rise of uncertainty and unpredicatability.....

Thursday , 24th November 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 werent grea...


"Past performance is no guide to future performance..."

Wednesday , 12th October 2016

love theHerstmonceaux 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 ph...


Sorry but a degree is a rotten investment..

Wednesday , 5th October 2016

Recent graduates would have been better off investing their 44,000 debt in companies that profit from studentsMy column in the Spectator:Spectator column


Deutsche Bank... playing the bailout Hokey cokey

Thursday , 29th September 2016

Bailout inBailout out...In out, In out, shake the share price aboutDo the hokey cokey, DB gets turned around..That's what its all about......Do the bailout cokey...EtcAt the weekend ...


Inflationary pressures building..

Wednesday , 14th September 2016

So CPI for August was unchanged from July at 0.6%yoy (still way below the Bank of England's 2% target). However its factory gate prices that once again are causing inflationary alarm. What I used...


Carney and Rates and Markets

Friday , 1st July 2016

I am slightly confused why fell on Carney's rate cut speech because as I wrote last week, the gilt market had priced in rate cuts by first thing last Friday. Although I guess that is why macro hedg...


Capital flight? Where the hell would it go?

Monday , 27th June 2016

According to Bloomberg there is currently $8.73 trillion of negatively yielding sovereign bonds in the world:bloomberg articleWhich begs the question, if capital does flee the UK as a result...


Markets are digesting the news..

Friday , 24th June 2016

Markets are in need of a bit of Gaviscon... So what is going on? Rates: More uncertainty and economic slowdown mean that markets are pricing in lower rates both in UK US and Europe. UK...


 

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