Economic and market insight
Review of the week: Celebrations, American style
US markets make new records just in time for Independence Day. While Americans take a day off, it seems a good time to take a look at a tough corner of the UK labour market.
Review of the week: Midsummer mojo?
Stock markets have regained their positive momentum, but don’t expect a balmy and tranquil summer ahead.
Review of the week: Federal foresight
The US central bank’s nod to the surging American recovery frightened markets last week. These wobbly moments could become a longer-term fixture of the global recovery.
Review of the week: Laborious statistics
Jobs are the key to true recovery and the best clue to the path of longer-term inflation. Meanwhile, the great vaccination rolls on.
Review of the week: A changing tune
After an austere run for many years, the mood music for global companies seems to have stepped up a beat. Businesses are splashing the cash and investing for a new future.
Review of the week: Making a change
Breaking the inertia of old habits can be revitalising. Brits are up for a change and that could spark a regional economic revival.
Review of the week: Stuck in inflation fixation?
Inflation concerns aren’t receding despite policymakers’ best efforts. Expect more inflation scares to trigger further stock and bond market volatility.
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.
Review of the week: Power of positivity
Be the change you want to see in the market. When it comes to economics, sentiment is a heavy influence. That bodes well for the rest of the year.