Review of the week: One-track mind
Inflation is all investors can think about right now, causing stock markets to wobble a bit. More focus should be on the steady march to recovery. There’s fun to be had.
5 mins
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Inflation is all investors can think about right now, causing stock markets to wobble a bit. More focus should be on the steady march to recovery. There’s fun to be had.
5 mins
An economic upswing is in force in the US and UK, even Europe is getting its act together. A full-blown boom may be on the cards for the rest of 2021, but that doesn’t necessarily mean smooth sailing for stock markets.
5 mins
Why President Joe Biden’s next 100 days will be far more important than his first.
9 mins
Company profits are bouncing back fast in 2021, but we are not out of the COVID cavern yet. If the virus remains unchecked in South America and Asia, it may weigh on global growth.
7 mins
A week of Fed watching cooled the recent rise in US Treasury yields, sending the dollar and sterling lower. Then British flags followed suit.
6 mins
The US economy is rocketing towards recovery, with jobs, confidence and output soaring amid a strong vaccination drive and stimulus. Next on the list, investment in clean energy.
6 mins
The strands of trade connecting markets are as important to our living standards as they are fragile. A stranded ship in the Suez highlights both points at once.
5 mins
The average American family has received $11,400 of government cheques since the pandemic began. That’s a big windfall for people and a difficult economic puzzle for the US Federal Reserve to decipher.
7 mins
The US is about to turn on the spending taps once again to combat the effects of the pandemic. This time it coincides with the reopening, so expectations for GDP growth are soaring – taking yields with them.
6 mins
When bond markets move, governments and stock markets take note. A swift rise in yields has rattled equities and focused attention on countries’ swollen debt piles.
7 mins
Company profits are bouncing back earlier than expected. How quickly will our economies come back to life once vaccinations are finished? And how different will they be?
5 mins
Are we due a re-run of the Roaring Twenties? And if so, what does that mean? A look back at the world’s last post-pandemic recovery and a bit more besides.
8 mins
Ready to start a conversation? Please complete our enquiry form, we look forward to speaking with you
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