Review of the week: Tug-of-war
Investors grapple with change as inflation rides higher and economic growth bounces back. Central bankers must come to terms with the new environment as well or risk making bad decisions.
6 mins
Investors grapple with change as inflation rides higher and economic growth bounces back. Central bankers must come to terms with the new environment as well or risk making bad decisions.
6 mins
Bondholders sell government debt aggressively as inflation concerns mount, but are investors overpaying for inflation protection?
6 mins
Arguably the greatest welfare programme in UK history has come to an end. That should bring clarity to labour markets and free up workers for more resilient businesses.
5 mins
Higher inflation is starting to leak into central bankers’ plans for interest rate hikes and ‘tapering’ of QE. Meanwhile, the UK suffers an energy crisis as the COP26 climate summit approaches.
8 mins
China’s largest property developer is all but bust, throwing the market into disarray. Back in the UK, skyrocketing gas prices have the government scrambling to shore up energy retailers.
7 mins
The children have returned to classes and the adults seem to be drifting back to the office. The pandemic still looms large though, affecting travel, spending and taxes.
7 mins
Labour markets are struggling to get to grips with new post-pandemic supply and demand dynamics. Meanwhile, tighter scrutiny is increasing tech companies’ costs of doing business.
4 mins
China reminds everyone that communists like to meddle in markets. Meanwhile earnings are booming in the West as the recovery rolls on despite investor nervousness.
6 mins
Stock markets are bouncing between good news and bad. Meanwhile, crunch time approaches for US lawmakers on the nation’s infrastructure revamp.
5 mins
England dispenses with all restrictions as infections multiply. At home, as overseas, completing the vaccination drive becomes crucial.
5 mins