EconomyNet zero Britain is already hopelessly hooked on ChinaApril 6, 202434No surprise, then, that the EU should be looking closely at following the US into imposing swingeing import tariffs and...
EconomyBasket-case Britain can only look on with envy at Giorgia Meloni’s new ItalyApril 3, 202490Does this sound familiar? We might not have had so many governments, but here in Britain we’ve had five prime...
EconomyBritain is falling apart, yet Labour offers no answersApril 2, 202434Environmental objections can, however, be just as potent a blockage as any number of Tory Nimbys.Otherwise, it was in vain...
FundsBritain is about to suffer a massive collision with realityMarch 19, 202425I wrote on Saturday about the political paralysis that surrounds any serious attempt to tackle the UK’s multiple economic weaknesses,...
EconomyBritain is mortgaging its future to prop up the presentMarch 16, 202449As you might guess, there is no silver bullet, no one-size-fits-all approach to economic transformation. But there are perhaps two...
CryptocurrencyBitcoin’s record high means a record crash is inevitableMarch 5, 202420Look beneath the bonnet, however, and you find that the frothiness in markets is quite narrow and well defined. In...
EconomyDebt annihilation is approaching – and neither party is minded to stop itFebruary 3, 202433We’ll match or even better the Tories on fiscal discipline, Labour’s high command repeatedly pledges, which is easy enough to...
EconomyThere is only one cure for Britain’s sickly stock marketJanuary 27, 202425If you’ve got an exciting IPO to market, don’t bother calling on Britain’s largest depository of savings. If it’s not...
EconomyBritain’s lifeless housing market is a harbinger of permanent economic stagnationNovember 8, 202334Even so, the slight recovery in prices can reasonably be taken as evidence of a rather more resilient economy than...
CurrenciesMarkets are right to bet on higher for longer interest ratesOctober 31, 202342This has potentially far-reaching implications for investment and asset allocation, some of which we are already seeing in markets.For instance,...