Serious investment thinking that doesn’t take itself too seriously.
Leading economists share their thoughts on money, rates and prices
The S&P500 realized volatility is below 10%.
Credit spreads are super tight, and aside from some short-lived European political drama markets keep marching higher. Yet, I think macro volatility is coming back.
The preliminary February results from the University of Michigan Surveys of Consumers show overall consumer sentiment fell sharply in early February, hitting the lowest level...
And we may see falls, says this writer. One of the features of the modern era is the way that central banks have come to regard house prices as one of their main agents of...
On Tuesday, February 1, 2022, the United States national debt surpassed $30tr for the first time. It’s the latest in a series of recent fiscal and monetary benchmarks received...
Most commentators were complacent about the risks of higher inflation in 2021 and seem determined not to be caught out again this year. But some of the rhetoric is now running...
Central banks will do far more harm trying to tackle it. It remains to be seen whether the Omicron variant will shift Sars-CoV-2 towards becoming manageably endemic. But as and...
The news on 2 December will have brought a beaming smile to the person responsible for the morning meeting at the Bank of England. They will have been able to leave all the house...
Inching toward a multi-layered future China’s highly anticipated REIT pilot programme finally came to fruition in June, with the listing of the country’s first batch of nine...
Cities are central to property performance and the largest cities are seen as hugely important by investors. But the pandemic has turned many received ideas about real estate on...
Seldom since its civil war and prior to that its battle for independence, has America’s internal future/fortunes been so vulnerable to the actions of outsiders serving their own...