Economy

A trade war in the US is just the most obvious of China’s problems

The US wants to completely overhaul its trade relationship with China. That will have a significant effect on China’s economy. But it’s got plenty of other problems to worry about, too, says John Stepek.

How self-driving cars could be the next genuinely useful investment bubble

There’s a huge amount of investment pouring into self-driving cars. It could turn out to be a “glorious bubble”, says John Stepek. Here’s what’s going on, and the best way to invest.

Betting on politics: the race for London mayor

It’s 15 months before the next London mayoral election, due to be held in May 2020, and already both the bookies and the betting exchanges are starting to offer some markets on the poll.

Inflation, Brexit and slowing economic growth: it’s a busy week for Britain

With another Brexit vote and inflation figures released in the UK, and US and China continuing to haggle over trade, John Stepek looks to the week ahead in the markets.

The trouble with multinational corporations

Huge multinational corporations wield far too much power, concentrate wealth in the wrong hands, and undermine governments’ sovereignty, says Merryn Somerset Webb.

Howard Marks: beware the rise of the anti-capitalists

In his latest memo to clients, billionaire distressed-debt investor Howard Marks admits he is increasingly concerned about rising “anti-capitalist sentiment” in the US.

The charts that matter: the V-shaped rally stalls

As the stockmarket rally peters out, John Stepek looks to the global economy’s most important charts to see where we might go from here.

Russia’s rocky recovery is likely to be short-lived

Russia’s economy surprised analysts by growing at its fastest pace in six years in 2018. But investors shouldn’t get too excited.

Chart of the week: US corporate-debt bubble ready to burst

American consumers may have paid off some debt after the financial crisis, but the state and corporations went on a binge – total US non-financial corporate debt has hit a record of more than 46% of GDP.

Powell’s “put” looks poorly timed

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.

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