Neil Wilson's Comment & Analysis
A complete archive of Neil Wilson's articles, including current analysis & comment - Page 29
When Prince Albert died of typhoid in 1861 at the age of 42, it shook the elite of Victorian Britain to their bones. Even a royal could succumb to a disease that killed...
The Bank of England fired its big bazooka today with a 50bps cut to rates, but it’s really an appetizer for the main course later. This takes the Bank base rate back to its all-tome low at...
There is a story of immense importance to global markets that’s been buried by headlines of the coronavirus outbreak: the US presidential election. As Bernie Sanders appeared to canter to the...
Equity markets are supposed to rally when you cut rates. But markets are not sticking to the post-crisis script in these febrile times.The Federal Reserve cut interest rates by 50 bps yesterday, its...
I got cuts they’re multiplying, and central banks are losing control…You got to stimulate to accumulate: after the worst week since the great financial crisis, stock markets have...
Stocks offered, gold and bonds bid. Looks like simple risk-off but the yen isn’t playing ball. Indeed the story is a bit more complicated than that.US stocks took a sudden turn for the worse on...
And... buy the dip. No one cares about corporate profits warnings anymore. Expected stimulus and expectations for looser monetary policy is the only thing driving the market. But shipping volumes are...
Police in Hong Kong are investigating an alleged toilet paper heist, amid a shortage due to the coronavirus outbreak. Things are bad when loo roll becomes currency.It’s a dull old session out...
US and European equities made a series of fresh record highs yesterday and the positive mood seems to be carrying forward into Wednesday. The prospect of stimulus and receding fears over the...
All you need is liquidity...coronavirus is at the forefront of the risk radar this week, but all the markets really care about is liquidity. New cases in China are stabilising but it’s now more...