Money Moves Markets

Eurozone money trends still weakening

Eurozone flash PMIs this week were less bad than expected, bolstering a growing consensus that economic prospects are improving. Monetary trends continue to argue the opposite. Continue reading

Money trends suggesting modest Chinese reopening boost

A post in October gave a hopeful view of Chinese prospects, noting that “excess” money had accumulated and could flow into equities and the economy if policy-makers signalled a commitment to expansion. Continue reading

A “monetarist” perspective on current equity markets

High inflation resulted in poor equity market performance in 2022 despite economic / earnings growth. Inflation relief in 2023 may limit further market weakness despite a global recession. Continue reading

BoE policy overkill at least as extreme as Fed / ECB

Recent Bank of England signals have been deemed to be less hawkish than those of the Fed and ECB, contributing to a view that UK policy tightening is less likely to prove excessive, in the sense of causing greater economic damage than necessary to return inflation to target. Continue reading

Eurozone money trends still weakening

Money trends suggesting modest Chinese reopening boost

A “monetarist” perspective on current equity markets

BoE policy overkill at least as extreme as Fed / ECB

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