The Craven Report

We see the market mob is desperate for good news, hence the 180 in sentiment with today’s Sep Starts release.  But Starts and Permits have ...

We stated in late July that we may have seen the best from this cycle or “recovery,” US side.  “May have” then, is almost a certainty now...

Headline in today’s Telegraph: “Is Mark Carney lacking ‘consistency’ of just confused?” by Andrew Critchlow. It is not Mark Carney; it is...

UK financial types went home last Wednesday feeling betrayed by the BofE’s Mark Carney. More than betrayed – bushwhacked! Some even got pre...

Well, that was not pretty.  We had looked for something just through 2% at the very best, Q2 GDP and a negative H1. Instead, we had Q2 at +...

Yellen told Congress recently that valuations of high-yield bonds “appear stretched.”  The UK Telegraph : “It is quite unusual for the chai...

For those who may have missed our blog, past weeks, just a friendly reminder – the US economy didn’t going anywhere, H1.  We will see adv...