Review of the week: Hotting up
The central banks’ fight against inflation blazes on, now joined by boiling weather all over the Northern Hemisphere. Why does Europe have the toughest path ahead of it?
6 mins
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The central banks’ fight against inflation blazes on, now joined by boiling weather all over the Northern Hemisphere. Why does Europe have the toughest path ahead of it?
6 mins
It’s bye bye for Boris after one scandal too many, yet it shouldn’t affect UK markets much if at all. Meanwhile, the Bank of England is making sure British banks are as safe as houses.
7 mins
It was the worst six months in 50 years for US stocks, yet the market is still comfortably higher than before the pandemic struck. Risks have risen, but there’s also room for optimism.
6 mins
A solid drop in bond yields helped boost stocks and reminds us of the earlier days of ultra-modern monetary policy. Meanwhile, gas prices see-saw on the Atlantic fulcrum.
6 mins
With inflation running hot, central bankers are gearing up to hike interest rates fast. But this is worrying investors who think the economy may not be able to take it.
6 mins
The price level is yet to find a ceiling, so the value of stocks and bonds have no floor. Markets will swing between hope and despair until inflation is inarguably falling.
6 mins
Financial markets remain volatile as they try to gauge whether the healthy jobs market could stoke too-high inflation. Meanwhile, tensions between Prime Minister Boris Johnson and his party are escalating sharply.
5 mins
Ever been so happy it makes you sad? Ever been so distraught it makes you smile? Humanity is complicated, which makes markets tough to read as well.
5 mins
Stocks are flirting with levels that delineate a depressed market. The mood is gloomy and the risk of recession is real, but are investors pricing in too much bad news?
7 mins
Central bankers have spent years focussing their efforts on fighting deflation. Now that long-dormant inflation is back, they have to stop it from bedding in while avoiding sending the economy into recession.
6 mins
US monetary policy is tightening, sending the greenback higher. This should ease US inflation even as it squeezes the costs of living and doing business for foreign markets.
6 mins
Central banks, squarely behind the curve, are preparing to raise rates swiftly. Inflation should be peaking, yet a European oil embargo is becoming more likely.
8 mins
Ready to start a conversation? Please complete our enquiry form, we look forward to speaking with you
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