AUTHOR

Alex Rankine

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
The world is drowning in debt
Global Economy

The world is drowning in debt

Covid-19 cost world governments some $14trn in fiscal support last year, and this year average global public debt will hit 99.5% of GDP.
26 Feb 2021
Gold will soon regain its lustre
Gold

Gold will soon regain its lustre

Despite roaring commodity prices and central bankers stoking inflation, gold is being left behind. But that won't last.
26 Feb 2021
Japanese stocks reach a 30-year high
Japan stockmarkets

Japanese stocks reach a 30-year high

Japan’s Nikkei 225 stockmarket index has broken through the 30,000-point level for the first time since 1990.
25 Feb 2021
The reflation trade has further to run
Inflation

The reflation trade has further to run

Investors have piled into assets that stand to gain from a global recovery. And while there may be little evidence of inflation as yet, it will come; …
19 Feb 2021
The FTSE 100 index is ready to rally
UK stockmarkets

The FTSE 100 index is ready to rally

The FTSE 100 index – made up of unfashionable “old economy” stocks – has lagged other major stockmarkets. But global reflation should see its weakness…
19 Feb 2021
Will higher bond yields sink equities?
Government bonds

Will higher bond yields sink equities?

Bond yields have been ticking back up since the autumn, with the benchmark US ten-year bond now above 1.2%. That could tempt investors away from share…
19 Feb 2021
Is bitcoin’s huge price rise the canary in the global coal mine?
Bitcoin

Is bitcoin’s huge price rise the canary in the global coal mine?

The price of bitcoin has surpassed $50,000 for the first time, as institutional adoption makes it an increasingly mainstream asset. But could its huge…
18 Feb 2021
Sterling’s strong start to 2021
Currencies

Sterling’s strong start to 2021

The pound has enjoyed a strong start to the year, but that isn’t great news for investors.
12 Feb 2021
The US dollar’s rally will fade away
Currencies

The US dollar’s rally will fade away

The US dollar, having been widely tipped to fall this year, is up by about 1.2% so far against a basket of six major trading partners’ currencies. But…
12 Feb 2021
We may be at the start of a new commodities supercycle
Commodities

We may be at the start of a new commodities supercycle

For the past ten years raw materials prices have languished in a bear market. But we could be about to see a new commodities supercycle that could riv…
12 Feb 2021
Oil prices recover from Covid-19 collapse
Oil

Oil prices recover from Covid-19 collapse

The oil price slumped last spring as major economies locked down. But is has now returned to its pre-pandemic level as it hits $60 a barrel.
11 Feb 2021
Will interest rates go below zero?
UK Economy

Will interest rates go below zero?

The Bank of England has been looking into the idea of setting negative interest rates. Could it happen?
5 Feb 2021
Emerging market stocks bounce as investors pour in
Emerging markets

Emerging market stocks bounce as investors pour in

Global investors have poured billions of dollars into emerging markets, leaving the MSCI Emerging Markets index up over 80% March last year. 
5 Feb 2021
Stockmarkets shrug off turbulence
Stockmarkets

Stockmarkets shrug off turbulence

Stockmarkets have hit their first bout of turbulence of the year, but most are clinging onto January’s gains.
4 Feb 2021
A rare opportunity for investors in Brazil
Emerging markets

A rare opportunity for investors in Brazil

Brighter times are always promised for Brazil, but disappointment often follows. But with Brazilians finding a new zeal for stockmarket investing, tha…
30 Jan 2021
US stockmarkets shrug off signs of overheating
US stockmarkets

US stockmarkets shrug off signs of overheating

Signs of overheating in the markets are everywhere, but that didn't stop US stocks hitting new record highs last week.
29 Jan 2021
The good news is already priced in to China's stockmarkets
Chinese economy

The good news is already priced in to China's stockmarkets

China’s CSI 300 stockmarket index gained 27% last year and is already up 4% in 2021, with investors being seduced by the country’s growth outlook.
29 Jan 2021
Diamonds regain their sparkle as gem prices rise
Silver and other precious metals

Diamonds regain their sparkle as gem prices rise

After five years in the doldrums, the price of natural diamonds is climbing again.
29 Jan 2021
When will the US stockmarket bubble burst?
US stockmarkets

When will the US stockmarket bubble burst?

With US stocks more expensive than before the Wall Street crash of 1929, there are growing signs of “mania”. But what will push markets over the edge?
22 Jan 2021
Beware: inflation is starting to stir in the US
Inflation

Beware: inflation is starting to stir in the US

With US consumer prices up by 1.4% in the last year, concern about inflation is now everywhere.
22 Jan 2021
How the commodities supercycle will foment unrest around the world
Commodities

How the commodities supercycle will foment unrest around the world

Commodities, including metals, energy and agricultural goods have seen prices climb steadily. With many societies are already on edge, we could see a …
21 Jan 2021
Bitcoin: fool’s gold or the new gold?
Bitcoin

Bitcoin: fool’s gold or the new gold?

With bitcoin hitting new highs last week, and close to becoming a mainstream investment, is it really gold for the 21st century?
15 Jan 2021
Why investors should beware of India’s surging stockmarket
Emerging markets

Why investors should beware of India’s surging stockmarket

The BSE Sensex benchmark index has soared by 90% since March, largely driven by foreign investors. But India's bull market is very vulnerable.
15 Jan 2021
US stockmarkets shrug off the mob's rampage through the US Capitol building
US stockmarkets

US stockmarkets shrug off the mob's rampage through the US Capitol building

US stockmarkets seem more interested in the results of Senate elections in Georgia than on the lawless mob's raid on the country's Capitol building.
14 Jan 2021
More upside to come for the oil price
Oil

More upside to come for the oil price

The Brent crude oil price its highest level since last February this week. And there could be more gains to come.
14 Jan 2021
Will America’s “healthy reflation” end in inflation?
US stockmarkets

Will America’s “healthy reflation” end in inflation?

Democratic control of the US Congress would give Joe Biden huge scope to stimulate the economy. But willie mean a “healthy reflation” for the economy …
8 Jan 2021
European stockmarkets will bounce back
European stockmarkets

European stockmarkets will bounce back

Last year was one to forget for European stockmarkets. But 2021 should prove better.
8 Jan 2021
Beaten-down UK stocks set for a big bounce
UK stockmarkets

Beaten-down UK stocks set for a big bounce

UK stocks shrugged off this week’s new lockdown. And provided the vaccination campaign goes ahead smoothly, traders will remain bullish. 
8 Jan 2021
Gold’s strong start to the new year
Gold

Gold’s strong start to the new year

Gold has raced off the starting blocks for 2021, hitting a two-month high on Monday.
7 Jan 2021
Emerging markets are bouncing back
Emerging markets

Emerging markets are bouncing back

The MSCI Emerging Markets index plunged by 33% between 1 January and 23 March as economies locked down. But it has since rallied by 68%.
24 Dec 2020
The stockmarket’s Santa rally has been cancelled
Stockmarkets

The stockmarket’s Santa rally has been cancelled

With chaos spreading through supply chains and talk of domestic virus restrictions remaining in place until Easter, markets have not been feeling fest…
24 Dec 2020
Australia’s economy bounces back
Asian economy

Australia’s economy bounces back

Australia’s economy endured its first recession in 29 years in the first half of 2020. But things are now looking up.
20 Dec 2020
Post-Covid-19, China’s markets are back to square one
China stockmarkets

Post-Covid-19, China’s markets are back to square one

2020 has been a landmark year for Chinese markets, with foreign investors snapping up more than ¥1trn of local assets.
19 Dec 2020
Dividends will make a comeback
Income investing

Dividends will make a comeback

It's been a miserable year for income investors. But recent months have brought signs that dividends will return to normal.
18 Dec 2020
It’s time investors prepared for inflation
Inflation

It’s time investors prepared for inflation

A lot of people seem to think that big price rises are a thing of the past. But investors could be hit with a few inflationary surprises in the coming…
18 Dec 2020