AUTHOR

Alex Rankine

Visit/currencies/600640/the-currencies-to-bet-on-this-year
Currencies

The currencies to bet on this year

The US dollar could be set to weaken this year, while the euro, Canadian dollar and the Swiss franc could be good bets for optimistic traders.
17 Jan 2020
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Commodities

Commodities look cheap

Gold may be on a bull run, but industrial commodities, including copper, zinc and aluminium, remain cheap.
17 Jan 2020
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Stockmarkets

Why investors should be “cautiously bullish” for 2020

Analysts have been out in force making rosy predictions for stockmarkets in 2020, but while there is certainly a case for optimism, investors should r…
17 Jan 2020
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Economy

US vs Iran: threat of war shakes the world

America’s assassination of a key figure in the Iranian regime has jolted bullish investors out of their complacency. Could we now be facing an oil spi…
9 Jan 2020
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Economy

Is the bull-run in stocks out of breath?

American equities soared beyond expectations this year. Yet after a year of outsize returns, most expect a far more modest showing in 2020.
27 Dec 2019
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Economy

Sweden ditches negative interest rates

Sweden has ended its experiment with negative interest rates. The Sveriges Riksbank, the world’s oldest central bank, has raised the main interest rat…
26 Dec 2019
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Economy

Emerging economies find their feet

This year saw a return to normal for emerging markets. It’s a far cry from 2018, which brought misery for those betting on the world’s fastest-growing…
26 Dec 2019
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Emerging markets

South Africa is running out of time to reform its economy

Unless South Africa institutes economic reforms, including greater fiscal discipline, a clampdown on corruption, and easing labour laws, it risks losi…
22 Dec 2019
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Oil

Rising output will keep a lid on the oil price

Oil exporters’ cartel Opec gave further encouragement to the bulls this month after agreeing to new production curbs.
20 Dec 2019
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China economy

China’s maturing corporate bond market

Chinese companies are defaulting on their debt in record numbers. And the trouble could spread to state-owned enterprises.
20 Dec 2019
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Stock markets

Easy money propels stocks to new highs

Interest-rate cuts in the US and renewed quantitative easing in Europe have driven rally in global equities, driving stocks ever higher.
19 Dec 2019
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Economy

Australia looks to be heading for quantitative easing

Australia looks like it could be the next big economy to join the quantitative easing (QE) club.
13 Dec 2019
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Stock markets

Markets are in a festive mood

With the MSCI World index up more than 21% and the FTSE All-World index loitering just shy of all-time high, markets are determined to end the year in…
13 Dec 2019
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Bonds

The bond bubble has yet again failed to burst

2019 looks set to go down as the year in which the bond bubble yet again failed to burst
13 Dec 2019
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Economy

Yet more fiscal stimulus announced in Japan

Japan's prime minister Shinzo Abe has announced a ¥13.2trn fiscal package to repair damage caused by October’s Typhoon, put new digital technology int…
12 Dec 2019
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Commodities

Diamonds lose their shine for investors

Diamond miners are in dire straits. The $90bn market is being squeezed by demand and supply problems and faces a long-term threat from manufactured ge…
6 Dec 2019
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Economy

Cracks spread in China's fragile economy

China's annual economic growth is forecast to dip below 6% in the final quarter of this year and continue to fall into 2020 thanks to weaker exports a…
6 Dec 2019
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House prices

Have UK house prices turned the corner?

The average price of a house in the UK rose by 0.8% on the year in November, the fastest pace since April.
5 Dec 2019
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Economy

Trump’s trade war tantrum returns with new tariffs

This week the US president unleashed surprise tariffs on Brazilian and Argentine steel imports.
5 Dec 2019
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Stockmarkets

UK stocks prepare for a "Boris bounce"

UK stocks could be in line for a bounce if the election result reduces political uncertainty.
29 Nov 2019
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Currencies

Is the US dollar doomed?

The stars are aligning for a weaker US dollar, which would be good news for the world economy.
29 Nov 2019
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Oil

Brace yourself for pricier oil

Global growth, and hence demand for oil, could surprise on the upside next year, leading to a bounce in the oil price.
29 Nov 2019
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Stock markets

The high is wearing off for investors in cannabis stocks

Cannabis stocks were white-hot last year. But many North American pot firms have now lost two-thirds of their value.
22 Nov 2019
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Stock markets

Why investors should stop worrying about the yield curve

After "inverting" and sparking talk of impending recession earlier this year, the yield curve on US government debt has returned to a more normal patt…
22 Nov 2019
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Economy

Germany: a better global barometer than China or the US

It's quite possible that the country that matters most to the global economy is not China or the United States, but Germany.
22 Nov 2019
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Stock markets

Investors maintain confidence in Hong Kong

The protests in Hong Kong caused the territory to plunge into recession in the third quarter, and has also begun to weigh on local markets. But invest…
21 Nov 2019
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Currencies

Will the yuan’s recovery last?

China’s yuan pushed through the symbolically important seven-to-the-dollar mark for the first time since August last week. Will its strength continue?
15 Nov 2019
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Economy

Could Spain's free-spending government make it the next Italy?

Spain's new government could do a deal with the country's populist parties, leading to a fiscally irresponsible spending splurge, just like Italy.
15 Nov 2019
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Economy

Cheap money flood buoys US housing

America’s housing market keeps humming along, supported by Trump's aversion for high interest rates.
15 Nov 2019
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Stock markets

Investors decide the bull market is back

Despite the lack of any resolution to the US-China trade dispute, markets have suddenly decided that it is time to be bullish.
14 Nov 2019
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Stock markets

The British equity market is shrinking

British startups are abandoning public stockmarkets and turning to deep-pocketed Silicon Valley venture capitalists for their investment needs.
8 Nov 2019
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Stockmarkets

UK stocks fear Hurricane Corbyn

Bankers and investors are worried that an unprecedented hurricane in the form of Jeremy Corbyn could be hurtling their way on 12 December.
8 Nov 2019
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Features

No need for the year's third interest-rate cut in the US

The US Federal Reserve delivered America's third, and probably final, interest rate cut of the year last week.
7 Nov 2019
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Emerging markets

Brazil passes pensions reform

Brazil has finally completed a long-awaited overhaul of its pension system.
7 Nov 2019
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Emerging markets

Emerging markets: buy when the news is bad

Emerging markets are being squeezed by local turmoil and by more general factors. But bad news can spell opportunity for investors.
5 Nov 2019
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Economy

The troubled legacy of Mario Draghi, saviour of the euro

Mario Draghi may have rescued the euro in its darkest hour, but failed in his only official mission of keeping inflation within its target range.
1 Nov 2019
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