Blain's Financial Porridge covers the major economic and market themes each week. Also check out www.morningporridge.com for daily blog.
Bill Blain looks at the Trump Tweet volatility in global stocks, trade wars and the flight to safety trade in government bonds, and wonders if its building for an unexpected shock if the underlying economy improves. HSBC was in the news this week after the sudden departure of its CEO - which is a symptom of a bank in more serious trouble than the market knows. After years of monetary experimentation and QE distortion are we about to discover financial sanity through new fiscal spending and is it an opportunity for long-term government/market led investments in both economic and social infrastructure. Finally, lets look at Brexit - the odds say no deal, but any deal would be better!