Matterley

Bond analyst and fund manager Jeremy Spain reviews last month’s action in fixed income markets - bit.ly/2wOmLx5

Volatility strikes government bond markets in July - by Charles Stanley Matterley bond analyst Jeremy Spain: bit.ly/2vD0p2l

Central banks spark confusion - Charles Stanley Matterley bond analyst Jeremy Spain looks at fixed income markets bit.ly/2utcbK6

Is it realistic to expect trustees of smaller schemes to establish an IRM process? By @bobcampion. Now on CS: Live bit.ly/2r1OkDd

Jon Cunliffe, Charles Stanley’s chief investment officer, assesses the outlook for US markets. Now on CS: Live bit.ly/2reJbWZ

Investors note French election - Charles Stanley Matterley bond analyst Jeremy Spain looks at fixed income markets bit.ly/2pNWZFC

Interest rates set to diverge - Charles Stanley Matterley bond analyst Jeremy Spain looks at fixed income markets bit.ly/2m5BnBK

60% of UK net wealth now made up by housing #housingbubble

Average London rent +5.7% yoy at £1118 a month. 12.3% more new lettings in July than a year ago across the country #housing

Pubs and restaurants LFL sales +1.3% in July (+5.4% in London and flat ex London). Easy comp from bad weather in 2012 #ukrecovery

Is Help to Buy making it worse? #housing

Average London #houseprice at 425k, 12.5x average salary in the capital of 34k #housingbubble

1million subscribers for BT Sport but majority paying 0 for the service #pricewar

July factsheet available here matterley.com/bin/pdf/origin… Stocks mentioned: BT, RM, Energy Assets, Dart Group, H&T #Markets #Stocks

Happy 5th Birthday Matterley! #5yeartrackrecord #stockpickers

Chester le Street is the smallest town ever to host an #Ashes test #Rise

YouGov poll found 41% of public belive cuts are +ve for UK economy, same % as those who believe they are -ve. +ve for coalition #ukrecovery

Halifax House Price Index +0.9% in July, 6th consecutive monthly increase #UKhousing

Latest UK data beat: June industrial production +1.1% v +0.7% cons and manufacturing +1.9% v 1.0% cons #ukrecovery

Global M&A last month at $237.3bn, highest since July 2008 #recovery