The charts that matter: the dollar extends its fall
The charts that matter: the dollar extends its fall
The US dollar took quite the tumble this week. Here’s how the charts that matter most to the global economy reacted.
17 Apr 2021
The MoneyWeek Podcast: how to not lose money to inflation and financial repression
The MoneyWeek Podcast: how to not lose money to inflation and financial repression
Merryn talks to Peter Spiller of the Capital Gearing Trust about how he navigated the last extraordinary year; what he's buying now; and how he plans …
16 Apr 2021
The US dollar will soon start to slide
The US dollar will soon start to slide
The US dollar enjoyed its best quarter since 2018 in the first three months of this year, driven by higher US Treasury bond yields. But the period of …
16 Apr 2021
US inflation is rising – but it’s not enough to rattle markets yet
US inflation is rising – but it’s not enough to rattle markets yet
The latest US inflation figures showed that consumer prices are rising more rapidly than expected. But markets shrugged. John Stepek asks why, and wha…
14 Apr 2021
The charts that matter: gold up; dollar down
The charts that matter: gold up; dollar down
Gold rallied a little this week, while the US dollar drifted. Here’s how the charts that matter most to the global economy reacted.
10 Apr 2021
Why you should ignore the pessimists and invest now
Why you should ignore the pessimists and invest now
There is widespread fear that massive fiscal stimulus will result in uncontrollable inflation. But don't worry, says Max King. Use the current market …
30 Mar 2021
The charts that matter: commodity prices pause for breath
The charts that matter: commodity prices pause for breath
Commodity prices took a breather this week. Here’s how the charts that reflect what matters most to the global economy reacted.
27 Mar 2021
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Stocks and bonds are heading for an inflation scare
Stocks and bonds are heading for an inflation scare
There is talk of the ten-year US Treasury bond yield hitting 2%, which would be enough to threaten stock prices.
26 Mar 2021
Here’s why inflation will take off after the pandemic
Here’s why inflation will take off after the pandemic
There are lots of reasons to believe that we will see lasting post-pandemic inflation – increased demand and squeezed supply chains, for example. But …
22 Mar 2021
The charts that matter: the Fed puts the cat right in among investors’ pigeons
The charts that matter: the Fed puts the cat right in among investors’ pigeons
With the US Federal Reserve signalling its relaxed attitude to inflation, markets went a little haywire towards the end of this week. Here’s what happ…
20 Mar 2021
Oil, bonds and tech stocks tumble – what’s going on?
Oil, bonds and tech stocks tumble – what’s going on?
The market’s delayed reaction to the Fed’s statement on interest rates led to all manner of assets selling off. John Stepek looks at what’s going on a…
19 Mar 2021
“The economics of investing in bonds has become stupid”
“The economics of investing in bonds has become stupid”
Ray Dalio, one of the world’s most successful hedge fund managers, says that investing in bonds right now is “stupid”. But why, and what does he sugge…
16 Mar 2021
It's a big week for the US Federal Reserve – and for markets
It's a big week for the US Federal Reserve – and for markets
The US central bank says it’s not worried about inflation and expects interest rates to stay low for a long time. The trouble is, the market doesn’t b…
15 Mar 2021
The charts that matter: tech stocks bounce as Biden throws cash around
The charts that matter: tech stocks bounce as Biden throws cash around
In a week when US politicians approved $1.9trn in stimulus spending and tech stocks paused their selloff, we look at what’s happened to the charts tha…
13 Mar 2021
The European Central Bank fumbles its way towards yield curve control
The European Central Bank fumbles its way towards yield curve control
The EU’s economic recovery is faltering, but its bond yields keep rising. That makes things tricky for the European Central Bank, says John Stepek. He…
12 Mar 2021
Rising bond yields rattle the financial system, sending tech stocks down
Rising bond yields rattle the financial system, sending tech stocks down
The yield on the US ten-year Treasury has risen from 0.9% at the start of the year to almost 1.6% this week, making stocks – especially expensive tec…
12 Mar 2021
Bond investors should beware the panic as inflation approaches
Bond investors should beware the panic as inflation approaches
With yields at record lows and fear of inflation rising, bondholders have rarely looked this vulnerable
8 Mar 2021
The charts that matter: tech-stock sell off gathers pace
The charts that matter: tech-stock sell off gathers pace
US stocks, and the tech-heavy Nasdaq index in particular, took a big tumble this week. We look at how that’s affected the charts that matter most to t…
6 Mar 2021
Warren Buffett: things are looking bleak for bond investors
Warren Buffett: things are looking bleak for bond investors
Warren Buffett, America’s best-known investor, has warned shareholders in his investment vehicle Berkshire Hathaway that “bonds are not the place to b…
5 Mar 2021
Why the classic 60/40 investment portfolio may no longer work
Why the classic 60/40 investment portfolio may no longer work
The dramatic events in the bond market have thrown into question the classic investment strategy of the last 40 years. An investment portfolio made up…
1 Mar 2021
What is “yield curve control” and why is it coming to a central bank near you?
What is “yield curve control” and why is it coming to a central bank near you?
Central banks around the world are determined not to let interest rates go up too quickly or by too much – a practice known as “yield curve control”. …
1 Mar 2021
The charts that matter: rising bond yields send markets into a tizz
The charts that matter: rising bond yields send markets into a tizz
Markets suffered a chaotic week as bond yields continued to climb. We look at how the week’s events have affected the charts that matter most to the g…
27 Feb 2021