Author Archives for Neil Wilson

2019 Articles

How much stimulus will the ECB deliver?
How much stimulus will the ECB deliver?
A great showman always leaves people wanting more. In his penultimate showpiece, ECB chief Mario Draghi may do exactly that. [...]
September 12, 2019
How did banks get their PPI sums so wrong?
How did banks get their PPI sums so wrong?
Lloyds, RBS and CYBG have all had to admit they’ll take much larger hits for PPI claims than originally thought. [...]
September 9, 2019
We burn cash: deciphering the WeWork IPO filing
We burn cash: deciphering the WeWork IPO filing
It burns through boats loads of cash, no one knows if it will ever make money and it’s going to [...]
August 15, 2019
UK GDP preview: Banks down, sterling ready to break out?
UK GDP preview: Banks down, sterling ready to break out?
Ahead of the UK Q2 GDP print on Friday, gilts and UK bank stocks betray concerns about the economy that [...]
August 8, 2019
After Facebook, what to expect from Amazon and Alphabet earnings?
After Facebook, what to expect from Amazon and Alphabet earnings?
Facebook delivered a beat to earnings forecasts, but with the US Department of Justice launching an investigation can Big Tech [...]
July 25, 2019
Charging up ahead of Tesla earnings - Q3 profit target to go?
Charging up ahead of Tesla earnings - Q3 profit target to go?
Production has improved, but can Tesla manage to stick to its guidance to return to profitability in Q3? Again we [...]
July 23, 2019
Three big questions corporate America must answer this week
Three big questions corporate America must answer this week
The seond quarter earnings season kicks off this week as investor attention for a while shifts away from central banks [...]
July 15, 2019
Ocado, Dunelm and Superdry show there's always winners & losers in retail
Ocado, Dunelm and Superdry show there's always winners & losers in retail
It’s not all doom and gloom in retail. Whilst we have certainly seen a downturn on the high street, there [...]
July 10, 2019
Bitcoin rallies to $11,000: Is it different this time?
Bitcoin rallies to $11,000: Is it different this time?
All that glitters is not gold. Bitcoin is sparkling again but beware…breakdown’s coming up ‘round the bend.  Bitcoin jumped above $11,000, taking [...]
June 24, 2019
D-Day for the ECB as pressure mounts to act
D-Day for the ECB as pressure mounts to act
It’s D-Day for euro bulls as we look to today’s meeting of the European Central Bank (ECB) to see whether the breakout [...]
June 6, 2019
Will the Federal Reserve cut rates in 2019?
Will the Federal Reserve cut rates in 2019?
Ahead of a key speech by Federal Reserve chair Jerome Powell, markets are widely expecting the US central banker to [...]
June 4, 2019
China rare earth metals warning sparks market selloff
China rare earth metals warning sparks market selloff
Again we see how the market is moving around on US-China news flow that is hard to lock down. China’s [...]
May 29, 2019
Where next for Bitcoin?
Where next for Bitcoin?
Bitcoin is on the up again. The biggest crypto asset has rallied above $8,000, reaching its highest since last summer [...]
May 15, 2019
A complicated outlook for oil prices
A complicated outlook for oil prices
Oil prices have surged by around 30% this year, but the rally off the Christmas lows has paused for breath. [...]
May 13, 2019