EconomyBritain’s lifeless housing market is a harbinger of permanent economic stagnationNovember 8, 2023149Even so, the slight recovery in prices can reasonably be taken as evidence of a rather more resilient economy than...
CryptocurrencyNext time big data tells you something, screamNovember 5, 2023139There’s a critical element of the Covid Inquiry that you don’t see on TV: the audience. The press gets just...
CurrenciesMarkets are right to bet on higher for longer interest ratesOctober 31, 2023150This has potentially far-reaching implications for investment and asset allocation, some of which we are already seeing in markets.For instance,...
BankingAfter the Farage scandal, no wonder banks are regarded as uninvestableOctober 28, 2023175Duncan Smith’s anger is understandable in some regards, but he should be careful what he wishes for; sparking another run...
BankingA rising wave of property defaults threatens hundreds of US banksOctober 27, 2023148Renters are walking away or taking less space as leases come due. Average office rents have already dropped by 20pc....
Pension‘My once-generous pension is now earning a pittance – is this legal?’October 23, 2023146Write to Pensions Doctor with your pension problem: [email protected]. Columns are published weeklyDear Becky,I am currently in receipt of the...
EconomyBritain’s economy is on a knife-edge as war rocks the Middle EastOctober 22, 2023248Drilling further into the ONS data, we learn that producer price inflation, reflecting the costs of the inputs that firms...
CurrenciesEra of easy-money is over – and our governments are ill-preparedOctober 17, 2023171As the world emerges from its zero interest-rate-induced coma, few people have yet processed quite how weird monetary policy became,...
EconomyBritain has become boring again – and it’s already reaping the investment rewardsOctober 14, 2023186Facing such uncertainty, the best bet for businesses is to enter the commercial equivalent of hibernation until the future becomes...
BankingPanicking central banks risk creating another financial meltdownOctober 12, 2023162Yet the growth of money and credit is now turning negative month on month, with year on year growth down...