Latest articles by John Stepek
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Inflation is going to stay even higher for even longer
Analysis Commodity prices – everything from energy to food – are going through the roof. And that’s not likely to end any time soon, says John Stepek. Here's what that means for how you invest.
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How long can markets keep their calm over Russia?
Analysis Markets are taking Russia’s isolation from the global financial system in their stride. But tread carefully, says John Stepek. Things could go bad very quickly.
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Russia is now a financial pariah. What does that mean for markets?
Analysis With Russia being frozen out of the global financial system, John Stepek looks at what it means for markets, the global economy, and your portfolio.
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When inflation gets weird
Analysis Once inflation is embedded in an economy, it gets much harder for central banks to dislodge it
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Russia invades Ukraine. What does it mean for your money?
Analysis With Russia launching a full-scale invasion of Ukraine, John Stepek looks at what it means for the global economy, inflation, and your money.
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Inflation is incredibly inconvenient, as we’re all about to learn
Analysis Inflation doesn't just eat into your wealth, it eats into your time – and can be devastating for those on the lowest incomes. And it's not going away any time soon, says John Stepek. Here's how to invest.
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UK inflation is now running at 8% a year – how much worse will it get?
Analysis On one measure, UK inflation has hit 8% a year – and it’s likely to get worse before it gets better. John Stepek looks for light at the end of the tunnel, and explains what it all means for your money.
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Wages still aren’t keeping up with the cost of living
Analysis The UK jobs market continues to boom, but wages still aren’t keeping up with the rising cost of living. John Stepek explains why.
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What does the Russian threat to Ukraine mean for markets?
Analysis A Russian invasion of Ukraine could be imminent, experts tell us. John Stepek looks at how war can affect financial markets, and whether you should adjust your portfolio.
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The cost of living crisis is global – US inflation just hit another 40-year high
Analysis With US inflation running at 7.5%, it’s clear that the cost of living crisis is not confined to the UK. John Stepek looks at the likely reaction from governments and central banks, and what it means for you.
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How will the cost of living squeeze affect house prices in the UK?
Analysis UK house prices rose by around 10% last year. But with inflation and interest rates on the rise, can that continue in 2022?
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UK stocks should cope with rising interest rates better than other markets
Analysis Central banks are turning hawkish and raising interest rates. John Stepek looks at what that means for both long duration and short duration assets.
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The strong US jobs report is good news for the economy, but not so much for markets
Analysis January's US jobs report came in much stronger than anyone was expecting, with 467,000 new jobs added to the economy. But things might not be quite as rosy as they seem, says John Stepek. Here's why.
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Nature is healing – government bond yields are turning positive again
Analysis Negative bond yields are finally coming to an end as central banks change tack. But can the markets cope? John Stepek looks at what might come next.
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Bank of England raises interest rates to 0.5% and stops money-printing programme
Analysis The Bank of England has raised the key UK interest rate again – by a quarter of a percentage point to 0.5%. It's also going to cut back on its quantitative easing programme. John Stepek explains what it means for you.
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A wage-price spiral is stirring in the UK – what does that mean for your money?
Analysis The cost of living is rising – and wages aren't keeping up. But with workers having more power than they’ve had in a long time, they're demanding more – and they may well get it. John Stepek explains what's going on.
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How the capital cycle can reveal which sectors have the most investment potential
Analysis The capital cycle is an extremely useful investment concept. John Stepek explains how it works, and how it can help you.
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The end of the US stockmarket superbubble
Analysis The US stockmarket is in its fourth “superbubble” of the last 100 years, says Jeremy Grantham. So what should you do?
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Are recession fears justified? Maybe it’s time to look on the bright side
Analysis There's a lot to feel nervous about right now, and many people are worrying about an impending recession. But it's by no means certain, says John Stepek. There are still plenty of reasons to be cheerful.
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The Federal Reserve has turned inflation-fighter – how do you invest now?
Analysis The US Federal Reserve has become much more hawkish on inflation and less concerned with the markets' reaction to rising interest rates. John Stepek explains way, and picks the best sector to buy to take advantage.
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Which assets will benefit as the “jam tomorrow” bubble pops?
Analysis With tech stocks, cryptocurrencies and many other “long duration” investments crashing hard, the “jam tomorrow” bubble looks to be bursting. John Stepek looks at how you should reposition your portfolio now.
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Stockmarket crash: is the “superbubble” heading for a “superbust”?
Analysis America's Nasdaq stock index is down by more than 10% after soaring to all-time highs in a "superbubble". Are we about to see a "superbust" stockmarket crash? John Stepek looks at what's going on.
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UK inflation is at a 30-year high and it hasn’t peaked yet
Analysis UK inflation has hit 5.4% - its highest in 30 years. And it could be heading higher. John Stepek explains what it means for you and your money.
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The UK jobs market is booming – but wages are struggling to keep up with prices
Analysis Britain’s jobs market is booming, with wages rising and plenty of of vacancies. But inflation is rising faster than wages can keep up. John Stepek looks at what it all means for your money.
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