Latest articles by Alex Rankine
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An uncertain outlook for oil supply
News Much of the speculative froth seems to have gone from the oil market, but sanctions on Russia is disturbing the crude oil supply.
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Central banks change their tune on inflation
News With prices rising at 7.9% in the US and 6.2% in the UK, and global commodity prices surging, central banks around the world are being forced into inflation-fighting mode.
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South Korea: new president, new policies
News Yoon Suk-yeol has been elected as as South Korea's next president, a move that could bring new economic policies and reinvigorate the country's stockmarket.
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How the London Metals Exchange saved the nickel short-sellers’ bacon
News Short sellers were caught out as the price of nickel briefly soared to $100,000 a tonne. But the London Metals Exchange saved their skins by halting trading for more than a week.
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The world is bracing itself for a stagflationary shock
News The world is heading for a period of stagflation – falling growth and rising prices - a particularly miserable type of recession.
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Index firms write off Russian stocks
News Russian stocks will be removed from MSCI’s main emerging markets index at a price that is effectively zero.
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Why inflation matters more than war
News Nuclear war isn't the kind of risk that investors can usefully take into account when building a portfolio. Inflation and stagflation, however, are.
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Emerging-market investors turn cautious
News Russia's invasion of Ukraine has sparked a selloff in emerging markets as investors head for safe haven assets.
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An end to investing in Russia
News Foreign investors have abandoned Russian markets - and index compiler MSCI could remove it altogether from its stock and bond benchmarks.
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Commodity prices spike on supply fears
News The price of commodities including oil, gas, metal and wheat are soaring because of Russia's invasion of Ukraine.
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Markets fear inflation more than war
News The world's stockmarkets have dismissed Russia's invasion of Ukraine - preferring to concentrate on the perils of inflation.
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Japan takes a small step towards post-pandemic reopening
News Foreign students and business travellers will be allowed in to Japan from next month, although tourists will remain barred for now.
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Ukraine crisis offers gold a chance to shine
News Russia's threats to Ukraine are pushing the price of gold higher. But investors are also worried that US interest-rate rises could go too far and spark a recession.
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Russian invasion of Ukraine risks driving energy prices higher
News Major stockmarkets are surprisingly calm about Russian's invasion of Ukraine. But it's a different story in energy and commodity markets.
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Commodities boom spreads beyond energy and metals
News Commodity prices are soaring – oil, gas, copper and a whole host of metals has seen prices take off. But price rises are spreading to soft commodities too.
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Bond investors bet on interest-rate rises
News The yield on ten-year US Treasury bonds has risen above 2% for the first time since 2019 as investors bet interest rates will continue to rise.
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Oil price races higher as demand rebounds
News Supply constraints, increased demand and the Russian threat to Ukraine are sending the oil price racing towards $100 a barrel.
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China's stockmarket gets ready to roar
News Chinese stockmarkets had a terrible 2021, but with China's central bank easing monetary policy, 2022 could be much better.
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Central-bank monetary tightening rattles tech stocks
News Central banks are turning more hawkish on raising interest rates - and tech stocks don't like it.
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Markets don’t fear a Russian invasion of Ukraine
News More than 100,000 Russian troops are massed on on Ukraine’s borders – but the markets seem to think the threat is not as great as many people think
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How to invest in the chipmakers fixing the semiconductor shortage
Cover Story Last year’s chip crunch brought home how dependent the world is on these tiny pieces of silicon. Chipmakers are rushing to build new factories. Will they turn a shortfall into a glut? Alex Rankine reports
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Asian economies must adjust to Covid-19
News Asian countries have kept tight restrictions, and are only slowly rolling out vaccines. Markets are subdued, but better times may be coming.
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No easy answers to Europe’s gas crisis
News Europe’s gas crisis is a long way from over, with some analysts thinking that gas prices could remain twice as high as normal until 2025.
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Tech stock sell-off may be a good signal
News The tech-stock-heavy Nasdaq index is down 15% since its November peak. But what’s bad for tech investors might be good for society as we move into a post-pandemic world.
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