Media Commentators are currently behaving like the three wise monkeys with regards to Donald Trump; they don't want to hear what he is saying, watch his rallies or talk about his likely policies. But the markets are starting to pay attention, especially the energy markets.
The yield curve in Japan is reaching intriguing levels. The Bank of Japan (BoJ) has remained resolute, maintaining an ultra-accommodative monetary policy in a world aggressively hiking interest rates to stem inflation.
Jonas Edholm: Mind the gap: The value case for global small and mid caps
What’s more, if you’d taken a 12 month sabbatical through 2023, spent on a desert island listening to the Smiths and the Velvet Underground, then upon firing up your Bloomberg on New Year’s Day, what would be most surprising of all, is that none of this uncertainty is visible in markets.
Do you consider yourself a disciplined guy, do you get up every day and work?"
Oh, I try to get up every day!“
"There’s nothing else like it out there. There may be a very good reason for that, but I mean, my thing has always been trying to do what others aren’t doing because nobody can then tell you how badly you’re doing it."
Louis Jouvet: "Tu ne me demandes pas ce que contient cette lettre?"
Pupil: "Que contient cette lettre?"
Louis Jouvet: "Dix fautes d’orthographe, quatre fautes de syntaxe, et une protestation!"