Serious investment thinking that doesn’t take itself too seriously.
Leading economists share their thoughts on money, rates and prices
In December 2020, half a year into the pandemic, the Swiss National Bank (SNB) received a call from the US Treasury Department. For years, the US had accused Switzerland of monetarily steering the franc (CHF) to create “unfair” advantages that harmed its international trading partners. Swiss...
What poor countries really need more of is supermarkets. That’s the conclusion to draw from the latest leaked report from the Intergovernmental Panel on Climate Change. Of...
The Bank of England’s latest round of bank stress tests in November 2018 painted a reassuring picture of bank resilience. The message was that the UK banking system is now so...
As the new Chief Secretary to the Treasury (CST), Rishi Sunak has one of the toughest jobs in government. The CST’s main responsibility is the control of public...
With the recent interest in Mars’ mineral resources, how far are we really from realising interplanetary living? I’ll admit, I did listen to the Bowie classic to get some...
One of the many problems with John McDonnell is that he doesn’t understand how markets work. His latest outlandish claim is that Jeremy Corbyn becoming Prime Minister will...
Homeownership in the U.S. is still being held back by two key demographic and lifestyle trends. The millennial generation has delayed marrying and delayed starting families, both...
Figure 1 shows the CBRE ‘real time’ G7 economy tracker, made up of the best and most timely monthly economic data. The main developed economies (U.S.A., Canada, Japan, Germany,...
Take a quick stroll through a bustling city like London or New York, and you can’t help but feel that such places are the antithesis of environmental sustainability. Yet...
The UK made headlines this week, becoming the first major economy to commit to reduce its climate harming emissions to net zero by 2050. Although well received by business and...