Global Economy

Metals prices wobble on slowdown fears
Industrial metals

Metals prices wobble on slowdown fears

The S&P GSCI index of 24 major raw materials has fallen back 9% since mid-June on growing fears of a recession, and copper has hit a 16-month low aft…
30 Jun 2022
Governments will sink in a world drowning in debt
Global Economy

Governments will sink in a world drowning in debt

Rising interest rates and soaring inflation will leave many governments with unsustainable debts. Get set for a wave of sovereign defaults, says Jonat…
23 Jun 2022
The MoneyWeek Podcast with Dylan Grice
Investment strategy

The MoneyWeek Podcast with Dylan Grice

Merryn talks to Dylan Grice of Calderwood Capital about how central bankers are the problem, not the solution; how bitcoin can counter the increasing …
23 Jun 2022
Central banks are on course for recession
Global Economy

Central banks are on course for recession

The world’s central banks have found themselves behind the curve on inflation. Acting to tame it now runs the risk of sparking a recession.
23 Jun 2022
The age of delusions is ending – but what will replace it?
Sponsored

The age of delusions is ending – but what will replace it?

For years, we have been living in an “age of delusion”, says Max King. The return to normality will be painful, but a dose of reality might be a very …
21 Jun 2022
The Brussels effect – how the EU is raising standards around the world
Global Economy

The Brussels effect – how the EU is raising standards around the world

EU standards and consumer protection regulations have a habit of being enforced globally. Why is that? And is it such a bad thing?
20 Jun 2022
Central banks are divided – so prepare for more turbulence
Global Economy

Central banks are divided – so prepare for more turbulence

Central banks no longer agree on interest rates. The US is raising aggressively, while the UK is taking a more cautious approach and Japan is sticking…
17 Jun 2022
Investors beware – the 1970s nightmare is back
Investment strategy

Investors beware – the 1970s nightmare is back

It’s too late to worry about a return to the 1970s, writes Barry Norris, founder of Argonaut Capital – we’re already there. The more important questio…
17 Jun 2022
Liz Ann Sonders: raging inflation and the bear market is not “70s redux”
Investment strategy

Liz Ann Sonders: raging inflation and the bear market is not “70s redux”

Merryn talks to Liz Ann of Charles Schwab about how today’s raging inflation and bear market came about, what to do, and why it’s not like the 1970s s…
16 Jun 2022
Fortress Russia’s economy is crumbling
Global Economy

Fortress Russia’s economy is crumbling

Vladimir Putin invaded Ukraine in the belief that the Russian economy could withstand whatever the West threw at it. That belief is being severely tes…
12 Jun 2022
Why Australia’s luck is set to run out
Economy

Why Australia’s luck is set to run out

A low-quality election campaign in Australia has produced a government with no clear strategy. That’s bad news in an increasingly difficult geopolitic…
9 Jun 2022
Oil price keeps rising despite Opec+ production rise
Oil

Oil price keeps rising despite Opec+ production rise

The price of oil reached $120 a barrel this week, despite Opec+ saying it would raise production by 648,000 barrels a day.
8 Jun 2022
Recession talk is a red herring – here’s what investors should focus on instead
Investment strategy

Recession talk is a red herring – here’s what investors should focus on instead

There is a lot of talk of impending recession. But that’s not something you should worry too much about, says John Stepek. What’s more important is …
6 Jun 2022
The MoneyWeek Podcast with Russell Napier at the Library of Mistakes
Investment strategy

The MoneyWeek Podcast with Russell Napier at the Library of Mistakes

Merryn talks to Russell Napier about Edinburgh’s Library of Mistakes, the age of debt and financial repression, plus why he has never invested in Chin…
31 May 2022
How the West can win Putin’s war on food
Global Economy

How the West can win Putin’s war on food

The West could easily make up the shortfall if it let the free market rip, says Matthew Lynn.
28 May 2022
Will the rise of ESG investing cause stagflation?
ESG investing

Will the rise of ESG investing cause stagflation?

ESG investing is booming. But it may be contributing to today’s stagflation – slower growth and higher inflation – says Tom Traill.
27 May 2022
The world’s hottest housing markets are faltering – is the UK next?
House prices

The world’s hottest housing markets are faltering – is the UK next?

As interest rates rise, house prices in the world’s most overpriced markets are starting to fall. The UK’s turn will come, says John Stepek. But will …
23 May 2022
The end of the era of optimisation
Global Economy

The end of the era of optimisation

A focus on maximising returns has made economies too fragile, says Edward Chancellor.
23 May 2022
Barry Norris: we’re already in the 1970s. Here’s how to invest
Investment strategy

Barry Norris: we’re already in the 1970s. Here’s how to invest

Merryn talks to Barry Norris of Argonaut capital about the parallels between now and the 1970s; the transition to “green” energy; and the one sector w…
19 May 2022
High inflation will fade – here’s why
Inflation

High inflation will fade – here’s why

Many people expect high inflation to persist for a long time. But that might not be true, says Max King. Inflation may fall faster than expected – and…
13 May 2022
Currencies: the yen just keeps on tumbling
Currencies

Currencies: the yen just keeps on tumbling

The Japanese yen is trading close to a 20-year low with the US dollar, with the Bank of Japan in no rush to raise interest rates.
11 May 2022
The return of the currency wars
Currencies

The return of the currency wars

The post-2008 currency wars were all about the race to the bottom. The post-Covid world is very different, says John Stepek.
10 May 2022
Here’s why markets welcomed America’s big interest rate rise
Stockmarkets

Here’s why markets welcomed America’s big interest rate rise

The US Federal Reserve raised interest rates by half a percentage point – the biggest hike in 20 years. So why did markets rise? John Stepek explains …
5 May 2022
Cost-of-living crisis: a disaster years in the making
Economy

Cost-of-living crisis: a disaster years in the making

The cost-of-living crisis has little to do with Brexit, climate change, Covid-19 or war, says Tim Lee
5 May 2022