AUTHOR

Alex Rankine

Copper price’s red-hot run as it heads for a decade-long high
Industrial metals

Copper price’s red-hot run as it heads for a decade-long high

The copper price has risen by 26% so far this year and is at its highest level in almost ten years.
30 Apr 2021
Resurgent pandemic brings new headwinds for the oil market
Oil

Resurgent pandemic brings new headwinds for the oil market

With India the world’s third-biggest oil market, the economic slowdown driven by the pandemic will hit oil prices.
30 Apr 2021
Can Mario Draghi save Italy's economy?
EU Economy

Can Mario Draghi save Italy's economy?

Italy's prime minister Mario Draghi hopes that his €222bn public spending plan, which includes high-speed internet, high-speed rail, and improving th…
30 Apr 2021
India’s pandemic turmoil hits emerging markets
Emerging markets

India’s pandemic turmoil hits emerging markets

India’s economy had been enjoying a strong recovery, driving optimistic forecasts for emerging markets. But then the latest wave of Covid-19 hit,
30 Apr 2021
Mexico: an economic basket case set to turn around
Emerging markets

Mexico: an economic basket case set to turn around

Mexico's economy shrank by 8.5% last year and has suffered one of the world’s worst Covid-19 death tolls. But things could be looking up.
23 Apr 2021
Stockmarkets have a spring in their step
Stockmarkets

Stockmarkets have a spring in their step

Global stockmarkets have been basking in the post-Covid economic recovery as GDP, retail sales and manufacturing are all on the way back up.
23 Apr 2021
A knockout corporate earnings season for the US stockmarket
US stockmarkets

A knockout corporate earnings season for the US stockmarket

First-quarter corporate earnings in the US beat analysts’ forecasts by a mammoth 30%.
23 Apr 2021
Semiconductors will go from famine to feast
Tech stocks

Semiconductors will go from famine to feast

A global shortage of semiconductors has collided with an unprecedented surge in demand. But the chip industry has always been highly cyclical.
23 Apr 2021
Lab-grown meat: the new agricultural revolution
Soft commodities

Lab-grown meat: the new agricultural revolution

Vegan alternatives are taking off, but the future of food technology lies in lab-grown meat – cultivating steaks and burgers from animal cells, says A…
16 Apr 2021
Emerging markets fall behind their developed-world counterparts
Emerging markets

Emerging markets fall behind their developed-world counterparts

While developed-world markets look forward to a recovery, emerging market stocks have tumbled as foreign investors pull out cash.
16 Apr 2021
The US dollar will soon start to slide
Currencies

The US dollar will soon start to slide

The US dollar enjoyed its best quarter since 2018 in the first three months of this year, driven by higher US Treasury bond yields. But the period of …
16 Apr 2021
UK mid-cap stocks look forward to life after lockdown
UK stockmarkets

UK mid-cap stocks look forward to life after lockdown

The FTSE 250 hit an all-time high at the end of last week, as investors look to a post-lockdown recovery.
16 Apr 2021
Is bitcoin replacing gold?
Bitcoin

Is bitcoin replacing gold?

The bitcoin price has more than doubled this year, but gold has disappointed.
16 Apr 2021
The global property bubble
Property

The global property bubble

Forget equities, the real post-pandemic action has been in property. And not just in the UK – it is a worldwide phenomenon.
9 Apr 2021
Gold will soon regain its shine
Gold

Gold will soon regain its shine

With the gold price down by 9.5% in the first quarter of 2021, it has been a rotten start to the year for gold.
9 Apr 2021
Investors enjoy a stockmarket nirvana as rally remains in one piece
Stockmarkets

Investors enjoy a stockmarket nirvana as rally remains in one piece

Stockmarkets continue their seemingly unstoppable rise, with US stocks up 5.8% in the first quarter of 2021, while German and Japanese stockmarkets bo…
9 Apr 2021
Russia’s stockmarket is cheap for a very good reason
Emerging markets

Russia’s stockmarket is cheap for a very good reason

On a cyclically adjusted price/earnings ratio of just 7.3, Russia's stockmarket is in an entirely different value category to the rest of the world. A…
9 Apr 2021
The great global semiconductor squeeze
Tech stocks

The great global semiconductor squeeze

The rise of electric cars and booming sales of games consoles, televisions and home computers is driving a global shortage of semiconductors.
2 Apr 2021
The new Suez crisis will boost inflation
Global Economy

The new Suez crisis will boost inflation

The blockage of the Suez Canal has sent container shipping prices soaring and put global supply chains under unprecedented stress.
2 Apr 2021
Investors get a reality check in China as stockmarkets fall
China stockmarkets

Investors get a reality check in China as stockmarkets fall

The People’s Bank of China, started to remove liquidity from the financial system at the start of this year, driving stock prices down.
2 Apr 2021
Why you should buy palladium and sell platinum
Industrial metals

Why you should buy palladium and sell platinum

Platinum has gained 63% over the past year but now it could be palladium’s turn to shine.
2 Apr 2021
Stocks and bonds are heading for an inflation scare
US stockmarkets

Stocks and bonds are heading for an inflation scare

There is talk of the ten-year US Treasury bond yield hitting 2%, which would be enough to threaten stock prices.
26 Mar 2021
Overlooked European stocks are a solid bargain
European stockmarkets

Overlooked European stocks are a solid bargain

The lack of speculative exuberance in European stocks compared to US markets bodes well for investors seeking less tech-heavy drama and more deep valu…
26 Mar 2021
Turkey heads for its next crisis after the lira plunges by 15%
Emerging markets

Turkey heads for its next crisis after the lira plunges by 15%

Turkey sacked its central bank governor after just four months in the job, sending the lira down by 15% against the dollar and stocks down by 9%.  
26 Mar 2021
Oil price comes off the boil as the pandemic lingers
Oil price

Oil price comes off the boil as the pandemic lingers

Brent crude oil had its worst week since October last week, tumbling by 7%, as continued virus restrictions in Europe weigh on demand.
25 Mar 2021
Pent-up consumer demand is a “coiled spring” after months of lockdown
Global Economy

Pent-up consumer demand is a “coiled spring” after months of lockdown

Households across 21 rich countries have built up excess savings of $3trn because of Covid lockdowns and stimulus packages. And they're itching to spe…
19 Mar 2021
Expect a supercycle in industrial metals as demand outstrips supply
Industrial metals

Expect a supercycle in industrial metals as demand outstrips supply

With copper prices up by 75% over the past year, Iron ore prices up by more than 80% and aluminium gaining a third, we could be at the start of a majo…
19 Mar 2021
America's $1.9trn supercharged economic recovery
US Economy

America's $1.9trn supercharged economic recovery

The US economy grew at an annualised rate of 4.1% in the final quarter of 2020, and was forecast to regain pre-pandemic levels by the third quarter of…
18 Mar 2021
China’s bull market pauses for breath
China stockmarkets

China’s bull market pauses for breath

China's CSI 300 stockmarket index has fallen by 10% from its latest peak. But investors may just be catching their breath. 
12 Mar 2021
Rising bond yields rattle the financial system, sending tech stocks down
US stockmarkets

Rising bond yields rattle the financial system, sending tech stocks down

The yield on the US ten-year Treasury has risen from 0.9% at the start of the year to almost 1.6% this week, making stocks  – especially expensive tec…
12 Mar 2021
Storm brews in emerging markets as investors pull cash out
Emerging markets

Storm brews in emerging markets as investors pull cash out

Foreign investors have begun to pull cash out of emerging markets as they begin to look less attractive when compared to the rising return from holdin…
12 Mar 2021
India’s stockmarket mania leaves equities vulnerable
Emerging markets

India’s stockmarket mania leaves equities vulnerable

India's BSE Sensex stockmarket index has gained 93% since March 2020. But the gains are not justified by the economic fundamentals.
5 Mar 2021
Will we see oil at $100 a barrel again?
Oil

Will we see oil at $100 a barrel again?

Bank of America thinks crude will hit $100 a barrel at some point the next five years as demand picks up.
5 Mar 2021
The inflation scare is far from over, warns the Bank of England
UK Economy

The inflation scare is far from over, warns the Bank of England

The Bank of England's chief economist has warned that UK consumer price inflation will soon spike as the economy reopens, calling it a “tiger” that co…
5 Mar 2021
America’s “SPAC” boom is coming to Europe
Stockmarkets

America’s “SPAC” boom is coming to Europe

SPACs are shell firms that list on the stockmarket in order to raise cash, then merge with another company. Once confined to the US tech scene, Europe…
4 Mar 2021
US stockmarket bubble just keeps getting bigger
US stockmarkets

US stockmarket bubble just keeps getting bigger

Despite the shine coming off tech stocks this week, valuations have been boosted by loose money and government spending. 
26 Feb 2021