Latest articles by John Stepek
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The bond bubble has burst – what comes next?
Analysis Investors in government debt have seen some of their biggest ever losses as the bond bubble bursts. John Stepek explains what’s going on and asks what might make prices turn back up again.
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The UK's inflation figures are awful – and the worst is yet to come
Analysis UK inflation has hit yet another 30-year high, and we still haven’t hit the peak. This string of nasty surprises puts even more pressure on the Bank of England to raise interest rates, says John Stepek.
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Is the UK too open to overseas takeovers?
Analysis Data shows that the UK is more open to overseas takeovers than other major markets. John Stepek asks: should investors care?
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How to invest in an environment of rising inflation and unpredictable central bank policy
Editor's letter This week central banker Lael Brainard - a long-term dove - rattled markets by suggesting America's Federal Reserve will unwind quantitative easing faster than expected. John Stepek explains what is going on.
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Does Russia's move to price energy in roubles threaten the US dollar?
Analysis Russia is no longer accepting dollars as payment for its energy. Could this threaten the dollar’s status as global reserve currency? John Stepek is not so sure.
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Why Amazon is splitting its shares
Analysis Slicing a cake into more pieces doesn’t give you more cake. So why is Amazon dividing its shares by 20?
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The FTSE 100 is doing moderately well – can this continue?
Analysis The FTSE 100 performed well and better than expected in the first quarter of 2022. John Stepek looks at what has changed.
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What went wrong for Barclays with its £450m structured notes loss?
Analysis Barclays has just revealed that it’ll have to shell out nearly half a billion for a failure to fill in the right form. John Stepek explains what went wrong.
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The cost of living crisis just got worse – happy Bleak Friday
Analysis Today is "Bleak Friday", when your energy bill goes up along with big rises for council tax, food and petrol. There's no easy solution to the cost of living crisis, says John Stepek. So what should you do?
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UK house prices are rising at the fastest rate in 17 years. How?!
Analysis House prices are rising at over 14% a year – the highest annual growth rate since 2004. John Stepek explains why and asks: will UK house prices crash soon?
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Will there be a recession this year?
Analysis With household finances getting squeezed hard, the UK's consumption-led economy could be heading for a recession. John Stepek looks at what could go wrong for Britain – and what could go right.
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What the collapse in the yen and surging bond yields have in common
Analysis As bond yields surge, the Japanese yen – often seen as a “safe haven” investment – is falling in value. And that’s confusing investors. John Stepek explains what’s going on.
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Yield curve fear is back
Analysis One of the most reliable recession indicators in markets is starting to flash red. Investors should beware
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Larry Fink is wrong – globalisation peaked a while ago. But what happens now?
Analysis Larry Fink, CEO of BlackRock, says Russia's invasion of Ukraine has prompted the end of globalisation. But he's wrong, says John Stepek. It's just one more step on a journey we started a long time ago.
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How to manage your money as inflation just keeps rising
Analysis Uk inflation is at a 30-year high – and it won't be falling any time soon. So what can you do? John Stepek explains how to manage your money to combat rising prices.
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Who will pay for the cost of living crisis?
Analysis The cost of living is rising fast. You may be expecting the chancellor to use his spring Budget to help ease it. But you’re likely to be disappointed, says John Stepek. Here’s why.
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The Bank of England has raised interest rates – but with some reluctance
Analysis As expected, the Bank of England raised interest rates yesterday – but not with any enthusiasm. John Stepek explains why, and what rising rates mean for your money.
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The stockmarket rebound has nothing to do with Ukraine or the Federal Reserve
Analysis Stockmarkets bounced yesterday after the Fed raised interest rates and hopes of peace in Ukraine rose. But more relevant was what happened in China. John Stepek explains why.
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How to invest in Latin America: the emerging market that’s had a surprisingly good year
Tips Latin American stocks have done well this year while markets elsewhere have struggled. John Stepek looks at the region's performance and picks the best ways to invest.
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Russia has become uninvestable
Opinion Geopolitics can create opportunities – but there are times when discretion is the better part of valour.
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Mining stocks have been great investments this year – but is it time to sell?
Analysis Markets have not had a good start to 2022 – with the exception of mining stocks. John Stepek asks if the sector has further to go, or if you should take profits while the going is good.
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Pricing Armageddon: what should investors do faced with nuclear war?
Advice The war in Ukraine has left investment analysts pondering how to put a price on existential risks.
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Stockmarkets bounced strongly yesterday – have we been saved from a bear market?
Analysis Stockmarkets rose sharply yesterday after suffering big falls in recent weeks – but that doesn’t mean we've hit a bottom, says John Stepek. Here’s what’s going on.
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Why has the nickel price trebled since Monday?
Analysis The price of nickel has risen by 250% this week to over $100,000 a ton. John Stepek explains what's going on and how it might affect you.
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