Are we heading for another bond market tantrum?
Are we heading for another bond market tantrum?
The last time the US central bank tried tightening the purse strings, the bond markets threw a tantrum. With yields now rising, could we be about to s…
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
What rising interest rates and inflation will do to markets
What rising interest rates and inflation will do to markets
As governments continue to stimulate their economies, investors are betting on a “V-shaped’ recovery and the return of inflation. John Stepek looks a…
19 Feb 2021
Will higher bond yields sink equities?
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
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
The charts that matter: GameStop, silver, vaccines, and swapping gold for bitcoin
The charts that matter: GameStop, silver, vaccines, and swapping gold for bitcoin
After a week with plenty to talk about, John Stepek looks at how the events of the last seven days have affected the charts that matter most to the gl…
6 Feb 2021
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Raoul Pal: why I sold all my gold and bought bitcoin
Raoul Pal: why I sold all my gold and bought bitcoin
Merryn talks to Raoul Pal, CEO of Global Macro Investor and Real Vision Group about the terrifying levels of risk in the markets right now, and why th…
5 Feb 2021
The charts that matter: short-selling, silver and the return of bitcoin
The charts that matter: short-selling, silver and the return of bitcoin
As the online mob gets organised to move markets, John Stepek looks at how the charts that matter most to the global economy have fared this week.
30 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
Why bonds may not be the safe haven they once were
Why bonds may not be the safe haven they once were
“De-risking” by shifting your portfolio into bonds used to make sense. But not so much any more, says Merryn Somerset Webb. So what should you do inst…
21 Jan 2021
The charts that matter: bubbling over?
The charts that matter: bubbling over?
As markets get decidedly bubbly, John Stepek looks at the action in the charts that matter most to the global economy.
16 Jan 2021
The charts that matter: the dollar bounces, bitcoin soars, Tesla roars
The charts that matter: the dollar bounces, bitcoin soars, Tesla roars
As bitcoin and Tesla go stratospheric and the US dollar rebounds, John Stepek looks at the charts that matter most to the global economy.
9 Jan 2021
The charts that matter: bitcoin surges to a new record high
The charts that matter: bitcoin surges to a new record high
As bitcoin storms through its previous record high price, John Stepek looks at how it's affected the charts that matter most to the global economy.
19 Dec 2020
Nasty surprises in Chinese corporate bonds
Nasty surprises in Chinese corporate bonds
Beijing is allowing more state-owned firms to default on their debt, leading to some nasty surprises.
12 Dec 2020
The charts that matter: the ECB disappoints, bitcoin slips
The charts that matter: the ECB disappoints, bitcoin slips
The European Central Bank under-delivered in its latest meeting on monetary policy, and bitcoin slipped back a little this week. John Stepek looks at …
12 Dec 2020
Which assets would do best from the return of inflation?
Which assets would do best from the return of inflation?
If inflation becomes a genuine concern for investors, it would transform today's markets. John Stepek looks at which assets might prosper amid the tur…
11 Dec 2020
The charts that matter: Yellen’s return injects life into markets
The charts that matter: Yellen’s return injects life into markets
Joe Biden’s pick of Janet Yellen as US treasury secretary has pepped markets up. John Stepek looks at how it’s affected the charts that matter the mos…
5 Dec 2020
The charts that matter: a bigger, better vaccine and a promotion for Tesla
The charts that matter: a bigger, better vaccine and a promotion for Tesla
John Stepek looks at how the week’s events have affected the charts that matter the most to the global economy.
21 Nov 2020
How green bonds will fund the coming energy transition
How green bonds will fund the coming energy transition
The need to cut carbon emissions will see a huge amount of investment in new infrastructure and clean energy projects, funded by the most simple of fi…
16 Nov 2020
The charts that matter: the turning point?
The charts that matter: the turning point?
As news of a vaccine sends markets soaring, JohnStepek loks how it's affected the charts that matter the most to the global economy.
14 Nov 2020