Peter ElstonDec 1, 20184 minMacroKrippner RevisitedIn January 2016, I wrote about some interesting but little-heard-of research by Dr Leo Krippner at the Reserve Bank of New Zealand on the...
Peter ElstonNov 1, 20164 minMacroUS Election – a Dangerous DistractionAs I write this Donald Trump has just been declared president and I congratulate him on playing a blinder of a hand. Let’s hope he can...
Peter ElstonOct 1, 20163 minInvestingCitywire Investment Committee No.1At Seneca we have a five-year investment time horizon so our views don’t tend to change very often. I have little doubt that when I write...
Peter ElstonAug 1, 20163 minMacroSecular Stagnation and the Natural Rate of Interest One of the most interesting features of global financial markets over the last 20 years has been the inexorable decline in long-term real...
Peter ElstonJul 1, 20166 minMacroKey Questions in the Aftermath of the Brexit Vote to LeaveThere is much that can be written about the referendum result. Indeed, much already has been. I shall try to keep this simple and focus...
Peter ElstonAug 1, 20085 minTrouble in AsiaOverview What is going on in Asia? Stock markets in the region have fallen much more than those in developed markets, and yet economic...