The Great Reset: a fresh start or yet another assault on freedom?
The Great Reset: a fresh start or yet another assault on freedom?
The World Economic Forum’s latest big idea is being trumpeted as a new beginning for the global economy. Yet in truth there is nothing new about it – …
26 Feb 2021
The world is drowning in debt
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
Invest in water and provide a buffer against future pandemics
Invest in water and provide a buffer against future pandemics
Global water shortages have long hampered growth and development, and climate change has exacerbated the problem. Will the coronavirus pandemic be a t…
25 Feb 2021
The charts that matter: bond investors feel the pain
The charts that matter: bond investors feel the pain
In a week when Germany had to start paying to borrow money again, we take a look at how the charts that matter most to the global economy have fared.
20 Feb 2021
Hamish Baillie: successful investing in a post-pandemic world
Hamish Baillie: successful investing in a post-pandemic world
Merryn talks to Ruffer's Hamish Baillie about why traditional investment portfolios may no longer work in a post-Covid landscape, and why in this new …
19 Feb 2021
Is bitcoin’s huge price rise the canary in the global coal mine?
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
What is the “Great Reset” – and how do you invest?
What is the “Great Reset” – and how do you invest?
Whether as the result of a Grand Conspiracy or bumbling incompetence, the post-pandemic world could be very different to the pre-pandemic world. Domin…
18 Feb 2021
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The charts that matter: Tesla buys bitcoin and commodities surge
The charts that matter: Tesla buys bitcoin and commodities surge
In a week when Elon Musk piled into bitcoin in a big way and commodities continued their rise, John Stepek looks at how that affects the charts that m…
13 Feb 2021
Markets are starting to bet on inflation returning – you should too
Markets are starting to bet on inflation returning – you should too
Markets are preparing not just for a post-Covid “reflation” trade, but for the return of inflation – and financial repression. John Stepek explains wh…
10 Feb 2021
Tesla just bought a load of bitcoin – get ready for executive FOMO
Tesla just bought a load of bitcoin – get ready for executive FOMO
Electric-car maker Tesla just bought $1.5bn worth of bitcoin, sending the cryptocurrency to new highs. And as it goes mainstream, more and more corpor…
9 Feb 2021
How long will it be before the world is vaccinated?
How long will it be before the world is vaccinated?
The vaccine rollout is going well in the UK, and in some other countries. But ultimately, this is a global problem, and the situation worldwide is not…
6 Feb 2021
Will the China-US trade war continue?
Will the China-US trade war continue?
The White House still seems to be talking tough on China, but few people know how Joe Biden will handle the world’s second-biggest economy.
5 Feb 2021
History suggests we can expect a rapid recovery once Covid is beaten
History suggests we can expect a rapid recovery once Covid is beaten
The current pandemic-induced economic crisis isn’t like the financial crisis of 2008. They are very different things, says John Stepek. And the recove…
4 Feb 2021
Inflation is the only thing that can burst this bubble
Inflation is the only thing that can burst this bubble
Markets are back on the rise, with signs of a bubble everywhere. And there’s just one thing that can pop it, says John Stepek – inflation. Here’s why.
2 Feb 2021
The looming global battle over semiconductor supply
The looming global battle over semiconductor supply
A shortage of semiconductors – essential components in electronic devices – has spooked businesses and governments. It could even spark future geopoli…
30 Jan 2021
Bubbles are all different – and all the same
Bubbles are all different – and all the same
No matter what you’ve got a bubble in, their structure is always the same, says Merryn Somerset Webb. Right now, we’re in the “mania” phase.
28 Jan 2021
Bondholders beware – inflation is coming, says Jeremy Siegel
Bondholders beware – inflation is coming, says Jeremy Siegel
With vaccines promising an end to lockdowns, inflation won't be far behind, warns Jeremy Siegel, professor of finance at Wharton.
26 Jan 2021
The Arab Spring ten years on: a revolution that failed to blossom
The Arab Spring ten years on: a revolution that failed to blossom
Ten years ago, the Arab world was rocked by mass protests and popular uprisings that ousted long-reviled dictators. For the most part, the end result …
23 Jan 2021
The charts that matter: inflation, bubbles, and booze
The charts that matter: inflation, bubbles, and booze
As US stocks head higher into bubble territory, John Stepek looks at the charts that matter most to the global economy.
23 Jan 2021
Inflation is the easiest way out of this – just don’t expect politicians to admit it
Inflation is the easiest way out of this – just don’t expect politicians to admit it
The UK government borrowed £34.1bn in December, a record amount for that month. Britain's debt pile now amounts to 100% of GDP. How are we going to pa…
22 Jan 2021
Beware: inflation is starting to stir in the US
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
Inflation looks likely to take off this year – but there’s one key risk
Inflation looks likely to take off this year – but there’s one key risk
With the world’s governments spending money hand over fist, inflation looks certain to take off at some point. But China could change all that. John S…
19 Jan 2021