James Bevan: Tech stocks and the future of chips
The technology is cool but James Bevan warns that the current cycle for semiconductors is long in the tooth. Commentators on Radio5Live recently stated that the new highs posted by[…]
Author: James Bevan
-
James Bevan: Global growth outlook for 2017
There’s plenty of talk of better economic growth next year — but scant evidence that there will be. There are signs that global growth is accelerating into the end of[…]
-
James Bevan: Trump, stocks and signs of a ‘melt-up’
Is the US about to see a ‘melt-up’? Rising expectations after the election of Donald Trump and bullish stock markets are signs that it may be underway. Equity markets are[…]
James Bevan: What lies ahead for the US in Trump world?
Conservatives feared that if Hillary Clinton won the US presidential election, her economic policies would be a continuation of Obama policies with higher taxes and more regulations. Now liberals fear[…]
-
James Bevan: Stakes high as Euroland faces five star disruption
Whilst there are many who are focused on the Chancellor’s Autumn Statement, the next big event to influence markets will be on December 4th when Italians will vote on a[…]
James Bevan: Inflation pressures and the risks
Last week, the UK’s Office for National Statistics announced an important change in how it publishes inflation numbers – from March next year, the key measure will be CPIH which[…]
-
James Bevan: First thoughts on the Trump Victory
Donald Trump has won the US presidency. James Bevan looks at the implications for economics, politics, equities and asset allocation. Economics Immediate focus should be on areas in which the president has[…]
James Bevan: Inflation and demographics
When I visited a prospective client recently, I was asked to describe the economic scenario that worries me the most. I answered that while I believe it is very unlikely,[…]
-
James Bevan: From Fed rates to the euro
The key message from Fed chair Janet Yellen’s highly anticipated Jackson Hole speech last Friday was that she is joining the chorus of officials who have been saying it is[…]
James Bevan: Prospects for global bond markets
In the 1980s and 1990s, it was held by many that what was bad for Japanese government bonds (JGBs) would ultimately prove to be bad for all bond markets.[…]
