The oil price has risen by nearly 25% so far in 2019, well in advance of any developed-world stockmarket. But the surge may not get a lot higher from here.
Articles written by Marina Gerner
Germany’s GDP growth was below the eurozone’s average at just 1.4% in 2018, down from 2.2% in 2017. And it’s all down to reliance on what was once Germany’s biggest strength: exports.
The US property market has seen some of the weakest data since house prices finally began to recover after the financial crisis.
The gloom on South Korea may be overdone and investors may be in line for not only rising stock prices, but rising dividends too.
Brazilian stocks have taken off since Jair Bolsonaro took office. But may return to earth just as quickly.
Thailand has been in political turmoil for years, and the constant tension has hampered efforts to introduce structural reforms to boost efficiency.
Russia’s economy surprised analysts by growing at its fastest pace in six years in 2018. But investors shouldn’t get too excited.
Gold’s reputation as a safe haven is also coming to the fore now that markets have become more volatile and the political backdrop less predictable.
There is an adage that “as January goes, so does the year”. But data shows January’s market performance doesn’t actually have predictive power.
Jerome Powell went out of his way to placate liquidity-addicted markets last week. But if the US economy bounces back, the Fed may find itself having to raise rates – and very quickly too.