Regulars Duncan Williams & John Newsome have plenty to get stuck into in this latest edition of the Just Williams podcast, which proves to be a bit globe-trotty in nature. So after updating you on Inflation & Interest Rates the boys turn their attention to the US to speculate on the current situation post Super-Tuesday,…
The U.S. Federal Reserve maintained interest rates at a 23 year high of 5.25% – 5.50%. However, Chairman Jerome Powell didn’t think it likely easing would commence in March, as many assumed previously. The Bank of England’s statement was not dissimilar in tone as it maintained its benchmark rate of 5.25%. It was the same…
Join the Just Williams management team of Duncan Williams and John Newsome as they take you on your fortnightly foray into the world of Global Finance and the Investment Markets. After the usual update on inflation and interest rates they turn their attention to a recent development in the Japanese stock market that has been…
Duncan and John kick off this episode with a deeper dive into inflation, in particular a problem they have been talking about for quite a while now namely the structural inflation that seems to be hanging around despite all efforts to shift it. Now of course you can take a view on how well this…
Stock markets have reacted badly to inflation figures from the U.K., U.S. and Eurozone. We’ve commented previously about the groupthink that now infests central banks and policy makers, in general. A cozy consensus was emerging that falling inflation would pave the way for rate cuts but inflation, while sharply lower over the past 12 months,…
Look at us go, sticking to our resolution and bringing you a new episode at the time we promised. And what’s more a bit of a departure from the norm, after a quick update on the global financial situation we jump head first into an example of how we work we review a portfolio. So…
A brand new year, and a brand new resolution from the folks at the Just Williams podcast. What won’t be changing is the regular focus on current events and how they impact on the global financial markets, the up-to-the minute insight into the investment sector or highlighting what we need to be watching out for…
12 months ago, Federal Reserve Chairman Jay Powell, noted “The question of when to moderate the pace of increases is much less important than the question of how high and how long to keep monetary policy restrictive”. At the time, U.S., UK and Eurozone rates were 4%, 3% and 2.5% respectively. After their December 2023…
Look out, it’s the Christmas Special edition of the Just Williams podcast! Tune in as John & Duncan, resplendent in their Christmas Jumpers, close out the year by taking you through some of the highs (and the not-so-highs) of global economic conditions and the investment markets over the course of 2023. Whilst sticky inflation and…
Saul Bellow, Nobel Prize Winner for Literature, noted “a great deal of intelligence can be invested in ignorance when the need for illusion is deep”. This neatly segues into the travails of short-term office lessor, WeWork, which recently filed for Chapter 11 bankruptcy protection in the U.S. Whatever value remains (if any), once it emerges,…