Monday Macro - markets bounce back, bulls make their case, but volatility is rising
Post Truss some sensible talk at long last. Also why there will be a battery metals crunch. And sell that Rolex. Plus musings on the US markets. Bulls ahoy!
OK so before we kick off, I must say I’m cheered that at the political and macro-economic level, there are some sensible ideas starting to re-emerge again here in the UK.
The first point I would make is that Phillip Hammond has made what I think is an achingly obvious point - if we want the public services we collectiv…
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