Review of the week: Big ambitions, bigger uncertainties?
The eyes of the world are watching COP26 for bold action on climate change. Meanwhile, the UK chancellor envisages a ‘new age of optimism’.
4 mins
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The eyes of the world are watching COP26 for bold action on climate change. Meanwhile, the UK chancellor envisages a ‘new age of optimism’.
4 mins
Despite some unanticipated giveaways, fiscal policy is tightening dramatically. Political confusion and economic uncertainty further cloud the outlook.
13 mins
Official statistics are in flux as UK policymakers ponder their plans for the future. Meanwhile, third-quarter US company reporting is off to a great start.
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
The recovery has come off the boil, but we think it will continue supporting the markets.
12 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
A guide to human efforts to tackle climate change.
1 min
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
Earnings are booming in the West as the recovery rolls on despite investor nervousness.
4 mins
Ready to start a conversation? Please complete our enquiry form, we look forward to speaking with you
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