Low growth and high inflation: a toxic cocktail for anxious markets
Low growth and high inflation: a toxic cocktail for anxious markets
Low growth, high inflation, central bank tightening, a strong dollar, and the risk of recession is proving a toxic cocktail for world stockmarkets – a…
6 Jul 2022
Even if we end up in recession, a more inflationary world awaits us
Even if we end up in recession, a more inflationary world awaits us
The idea that a recession will drive down interest rates – and thus inflation – is flawed, says John Stepek. The disinflationary forces of the recent …
6 Jul 2022
Is inflation about to drop as recession takes hold?
Is inflation about to drop as recession takes hold?
Central banks are raising interest rates in an attempt to curb soaring inflation. But will that push the economy into recession? John Stepek looks at …
5 Jul 2022
Why petrol prices are higher than in 2008, despite lower oil prices now
Why petrol prices are higher than in 2008, despite lower oil prices now
The price of petrol is at an all-time high. Yet despite oil prices being higher in 2008, petrol was cheaper back then. Saloni Sardana explains why.
30 Jun 2022
Why a recession will do us good
Why a recession will do us good
A period of slimming down is always painful, but it leaves us healthier for the long run, says Matthew Lynn.
26 Jun 2022
Rail strikes and the summer of discontent – who's to blame?
Rail strikes and the summer of discontent – who's to blame?
The rail workers are all out and look likely to continue through the summer. Comrades in other unions are joining the strikers. Who is to blame?
25 Jun 2022
Governments will sink in a world drowning in debt
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
Central banks are on course for recession
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
Inflation in the UK just keeps on rising
Inflation in the UK just keeps on rising
UK inflation has risen to 9.1% a year – far beyond the Bank of England’s 2% target rate. And it’s likely to remain high for some time. That’s going to…
22 Jun 2022
Cost of living crisis: we can’t borrow our way out of this
Cost of living crisis: we can’t borrow our way out of this
Racking up debt to deal with a cost of living crisis is crazy, says Matthew Lynn. We should cut our coat according to our cloth.
18 Jun 2022
Central banks are divided – so prepare for more turbulence
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
Why we need to get a grip on our government
Why we need to get a grip on our government
Our government is trying to do too much, enacting policies that are destructive to the private sector. It needs to drop the the feel-good nonsense and…
16 Jun 2022
Liz Ann Sonders: raging inflation and the bear market is not “70s redux”
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
The Fed really is fighting inflation – so don’t expect an early end to the bear market
The Fed really is fighting inflation – so don’t expect an early end to the bear market
In an attempt to contain raging inflation, the Federal Reserve has raised US interest rates by 0.75 percentage points. And it’s going to keep on raisi…
16 Jun 2022
US inflation brings no respite for markets
US inflation brings no respite for markets
As US inflation hit a 40-year high, the benchmark S&P 500 stockmarket index slid into a bear market, down more than 20% since its 3 January high.
15 Jun 2022
Protecting your wealth from inflation won’t be easy – here’s what to do
Protecting your wealth from inflation won’t be easy – here’s what to do
US inflation hit a fresh 40-year high last week. That sent markets into a spin over fears of interest rates rising more quickly than expected. John St…
13 Jun 2022
The MoneyWeek Podcast with James Ferguson: recession, house prices and the power of youth
The MoneyWeek Podcast with James Ferguson: recession, house prices and the power of youth
Merryn talks to James Ferguson of the MacroStrategy Partnership about central-banker induced inflation, the threat of a thoroughly unpleasant recessio…
9 Jun 2022
Why is inflation is generating profits for some energy firms
Why is inflation is generating profits for some energy firms
Rising energy prices are mostly good news for renewable energy funds, but the outlook is complex.
2 Jun 2022
Has the chancellor done enough to save the UK from recession?
Has the chancellor done enough to save the UK from recession?
UK Chancellor Rishi Sunak announced a new package last week to ease the cost of living crisis. John Stepek explains whether the risk of a UK recession…
29 May 2022
How not to get beaten by inflation
How not to get beaten by inflation
With inflation at 9%, and the bank rate at 1% you’re not going to get a real return on cash. But there are steps you can take to beat inflation, says …
19 May 2022
Inflation is now at its highest since 1982 – is this the peak?
Inflation is now at its highest since 1982 – is this the peak?
At 9%, UK inflation is at its highest for 40 years – and it’s not going anywhere soon, says John Stepek. That means you need to be much more active a…
18 May 2022
The UK jobs market is still red hot – but will it last?
The UK jobs market is still red hot – but will it last?
For the first time ever, there are more job vacancies than people to fill them, and wages are rising at a decent clip. But that might just be a tempor…
17 May 2022
Get set for another debt binge as real interest rates fall
Get set for another debt binge as real interest rates fall
Despite the fuss about rising interest rates, they’re falling in real terms. That will blow up a wild bubble, says Matthew Lynn.
15 May 2022
Interest-rate rises mean more pain for stocks
Interest-rate rises mean more pain for stocks
Interest rates are rising around the world as central banks try to get inflation under control. That’s hitting stockmarkets – and there is more pain t…
13 May 2022