Latest articles by Alex Rankine
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US inflation brings no respite for markets
News As US inflation hit a 40-year high, the benchmark S&P 500 stockmarket index slid into a bear market, down more than 20% since its 3 January high.
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Oil price keeps rising despite Opec+ production rise
News The price of oil reached $120 a barrel this week, despite Opec+ saying it would raise production by 648,000 barrels a day.
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Shrinking credibility leaves sterling resembling an emerging-market currency
News UK monetary policy and the effects of Brexit are undermining confidence in sterling – it is increasingly resembling an emerging-market currency.
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ECB set to raise interest rates as stagflation beckons
News With inflation at 8.1% and economic growth at just 0.3%, the eurozone is on the brink of stagflation. To combat it the European Central Bank is to stop buying bonds immediately and could raise interest rates next month.
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Why the outlook for emerging markets is improving after years of underperformance
Analysis Emerging markets have underperformed over the past decade. Alex Rankine explains what the outlook is.
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Wall Street’s sell-off has further to go
News The current stockmarket sell-off has been led by tech stocks, but the pain is spreading. The bear market has further to go – US stocks are still expensive, and investors must be wary of relief rallies.
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China’s zero-Covid labyrinth
News China’s zero-Covid policy will lead to an “extended period of sub-par growth” as constant lockdowns constrict its economy.
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Investor optimism ebbs in Indian stockmarkets
News India’s BSE Sensex stockmarket index has fallen by almost 8% so far this year. Interest rates are on the rise, and foreign investors have been selling up.
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Interest-rate rises mean more pain for stocks
News Interest rates are rising around the world as central banks try to get inflation under control. That’s hitting stockmarkets – and there is more pain to come.
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Currencies: the yen just keeps on tumbling
News The Japanese yen is trading close to a 20-year low with the US dollar, with the Bank of Japan in no rush to raise interest rates.
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Russia ups the ante on Europe's gas supplies
News Russia's suspension of natural gas to Poland and Bulgaria saw the gas price spike by 24%. A complete shut-off could see it rise by 200%.
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Singaporean stocks: a cheap play on life after Covid
News Singapore is returning to normal after the pandemic, with almost every sector in the stockmarket set to benefit.
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Why China's Covid lockdowns will be the next big shock for global growth
News China’s attempts to eradicate Covid with repeated lockdowns will affect supply chains and depress the global economy.
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Gold shows its mettle as a safe haven at last
News Gold has proved its worth as a safe haven, gaining 9% since the start of the year and recently finishing its best quarter in nearly two years.
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Indonesia aims to step up its economic growth
News Indonesia's economic growth has lagged that of neighbours such as the Philippines and Vietnam. But soaring commodity prices could change that.
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Why food and fuel subsidies will push up debt
News Many governments have adopted subsidies or tax breaks to shield households and businesses from rising food and fuel prices. But that's just causing government deficits and debt to balloon.
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The bond-market bloodbath isn’t over yet
News The bond-market sell-off isn’t done by along chalk – rising interest-rates could yet push yields higher.
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Stagflation is sapping the UK's economic growth
News For the first time in decades, the economy is staring at stagflation (high inflation and slow growth).
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Why Europe could be heading for a "nuclear renaissance" with energy prices at record highs
Analysis Russia's invasion of Ukraine has sent gas and power prices soaring. Alex Rankine explains why Europe could be heading for a "nuclear renaissance".
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How will the end of easy money pan out?
Analysis Minutes from the Fed meeting shows that it plans to shrink the central bank's balance sheet faster than expected to tackle inflation. Alex Rankine explains what is going on.
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Tokyo Stock Exchange launches shakeup to attract foreign investors
Analysis Japan's flagship Tokyo Stock Exchange launched its biggest shake up in decades to attract foreign investors. Alex Rankine explains why Japan's investment prospects are attractive right now.
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Why Russian sanctions could make the dollar less attractive
Analysis The US dollar could lose its appeal if America keeps sanctioning countries like Iran and Russia. Alex Rankine explains why.
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Why Latin American stocks are attractive right now
Analysis Low valuations and soaring commodity prices have boosted Latin American stocks this year. Alex Rankine looks at why the region is lucrative right now.
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The yield curve has inverted- what is it telling investors?
Analysis The US yield curve inverted for the first time since 2019, typically a sign that a recession is looming. Alex Rankine explains why this time may be different.
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