Serious investment thinking that doesn’t take itself too seriously.
Leading economists share their thoughts on money, rates and prices
Nobel Prize–winning economist Esther Duflo thinks rich countries should pay poor countries $500 billion in compensation each year for climate-change damages. It is our “moral debt.” She proposes an international 2-percent wealth tax on the ultra-rich and an increase in the global minimum corporate...
Just as geopolitical headwinds eased in late January with a phase-one U.S./China trade deal and the U.K. formally leaving the European Union, worries about the Chinese...
The weekend just gone was one where an epidemic began to have more economic consequences. In a world where there appears to be a Trump Tweet for pretty much everything this one...
Almost all the commentary ahead of the Bank of England’s monetary policy meeting at the end of the month has focused on whether interest rates should be cut, or left on hold. In...
The internet is an integral part of our daily lives, providing vital products and services, but most of us probably don’t realise just how much it contributes to our...
What a difference a year makes! And why should the calendar matter so much, if at all? Many investors began 2019 with their performance in shreds, bracing for the worst. They...
The forecasts for 2020 suggest another lacklustre year in store for the British economy. The median prediction for GDP growth, according to the latest survey of...
Several shocks, both positive and negative, have prevented the US economy entering an overdue recessionary phase The US economy is in its longest economic expansion on record....
Ultra-low interest rates were only ever meant to be a short-term move, to stimulate investment. Where is the normalisation we were promised? This has been a year in which, amid...
It’s hard to know if debt refinancing at today’s rates is a gross distortion of reality or the shape of things to come Are interest rate cycles a thing of the past? Have we...