Macro Insights: Rising labour unrest as wages lag
WAGES: UK faces a ‘summer of discontent’ as labour strikes build after nationwide rail strikes....
The global supply chain crisis: how investors can capitalise on it
Supply chains generally aren’t something most people think about a lot. In the past, these complex...
UK markets stabilise despite 40-year high inflation report
What Happened This Week (20th - 24th June)
A week like this one is exactly what we all needed. A...
Macro Insights: Recessions fears in context
FEAR: Recession fears are spiking, with 8.6% inflation, Fed focused on bringing it down ‘come what...
5 Steps to Becoming a Smart Investor
Today, investing wisely is more important than ever. But how do you know where to start? A guide to...
Macro Insights: Gold coming in from the wilderness?
GOLD-OIL RATIO: Gold has disappointed this year, even as its traditional inflation and risk...
Macro Insights: Crypto capitulation in context
CAPITULATION: Last week’ 30% crypto price collapse may be a cathartic capitulation. It was a...
Macro Insights: Economies are not Stock Markets
SHORTHAND: We often use the economic outlook as a shorthand for company profits and the stock...
Macro Insights: Housing to lead the slowdown
SOARING: Global housing markets, and related equities, are in the spotlight as Central Banks more...
Macro Insights: Differences with the 1970’s
SILVER LINING: Central Banks are getting on the inflation-fighting front-foot, with Fed’s cathartic...