Mark M Bathgate @m_bathgate
Politics and Financial Markets 🌍 Occasional columnist.🌲 “While our feet have been planted on the ground, our eyes have been turned towards the stars” London, EU and Global Joined November 2018-
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Starmer can look decisive today because of the reshuffle. But tomorrow the dep leadership contest begins. And it will inevitably become a de facto battle for the future of the party post-Starmer, with a full on beauty contest at conference. And no matter what he does that can…
A sad loss to UK govt - one of most able and nicest members of parliament.
British retail consortium clear in their warnings that - another - inflation shock now hitting the UK.
British retail consortium clear in their warnings that - another - inflation shock now hitting the UK.
The Bank of England - again - failing to get inflation under control will further amplify the UKs budget problems due the high proportion of inflation linked debt and huge maturity rollovers across gilt market.
The Bank of England - again - failing to get inflation under control will further amplify the UKs budget problems due the high proportion of inflation linked debt and huge maturity rollovers across gilt market.
UK inflation yet again way over target and rising higher
This is an important political issue in DC -> Congress has become ever more wary of adding to U.S. defence commitments
This is an important political issue in DC -> Congress has become ever more wary of adding to U.S. defence commitments
Sensible comments here. Fed was right to avoid policy measures like forward guidance for so long - as the riksbank always warned, they are a forecast not a promise….
Sensible comments here. Fed was right to avoid policy measures like forward guidance for so long - as the riksbank always warned, they are a forecast not a promise….
The Twilight of Nicola Sturgeon My review of Frankly jkrowling.com/in-my-own-word…
When central banks cut interest rates when inflation is “too high” -> long term rates rise. This is the market signal of central bank policy error.
When central banks cut interest rates when inflation is “too high” -> long term rates rise. This is the market signal of central bank policy error.
Another potential Fomc appointment published op-ed calling for rate cuts
Another potential Fomc appointment published op-ed calling for rate cuts
Good overview of some of the key drivers of the Japanese government bond market recent months
Good overview of some of the key drivers of the Japanese government bond market recent months
This really drives home the "stranded asset" and political risks around investments which are only viable with substantial government subsidies.
This really drives home the "stranded asset" and political risks around investments which are only viable with substantial government subsidies.
Almost 40% of UK electricity use today is having to be imported. This is one of reasons the UK has close to worlds highest electricity bills.
Almost 40% of UK electricity use today is having to be imported. This is one of reasons the UK has close to worlds highest electricity bills.
The kind of growth numbers the UK can only dream of…..
British state capacity update: the Labour Force Survey is so flawed that our employment and unemployment measures "are currently not considered accredited official statistics and are designated as official statistics in development." Good luck to the Bank of England MPC!
Bad strategy leads to bad outcomes. Commission chose to appease and flatter Trump by agreeing to buy more weapons and gas—on which it has no competence—and by tolerating unilateral tariffs. Europe emerges geopolitically weakened from a deal struck in just 1 hour on a golf course.
The IMF forecasts have been consistently over optimistic
TRUMP DANCE — SCOTLAND EDITION 🕺🇺🇸🏴
President Donald J. Trump's HISTORIC Scotland visit: Forging peace and prosperity for America and for the world 🇺🇸🇪🇺
Good summary of EU trade commissioner press conference on problems with China
Good summary of EU trade commissioner press conference on problems with China

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