Serious investment thinking that doesn’t take itself too seriously.
Leading economists share their thoughts on money, rates and prices
Broad money growth has touched record lows in China and remains weak in Japan. By contrast, India continues to have strong money expansion, money growth, driven by surging private sector demand for bank credit. In the UK and the Eurozone money growth is sluggish, but it has at least been positive...
Inflation came in much stronger than economists anticipated across the major western economies in July, highlighting that the effects of the pandemic are not purely deflationary....
This morning there will have been scenes at the Bank of England. Indeed there will have been jostling amongst the staff as they rush to be the one who presents the morning...
The disruption and uncertainty permeating Australia’s economy as a result of the COVID-19 pandemic will mark the local housing market for some time to come. Demand in the market...
It is time to look again at a subject which pops up every now and then and this morning has done exactly that. From The Guardian: The price of gold hit $1,865 per ounce for the...
The resignation letter from former New York Times editor and writer Bari Weiss was so powerful because it seemed to state what many once-loyal readers – I’ve been among them for...
After digesting the initial shock of the coronavirus and its economic disruption, analysts are starting to assess the longer term impact of the pandemic. Not surprisingly, there...
Orthodox economics, we’re told more and more often these days, isn’t up to the task of dealing with a post-pandemic reality. The latest exemplar in the Observer complains, for...
Many millions of people have spent the last four months in sadness and depression. It’s hard to watch the world shattered by the bad behavior of governments – and to see too many...
Sometimes you spot something that you cannot let pass and that has happened this morning. There is an interesting article in the Financial Times Alphaville section by a couple of...