The charts that matter: China’s recovery bolsters the yuan
The charts that matter: China’s recovery bolsters the yuan
China's strengthening currency is a sign of confidence in the country's economic recovery. John Stepek looks at the yuan chart, and all of the others …
19 Sep 2020
The charts that matter: has the dollar’s rally paused, or is it over?
The charts that matter: has the dollar’s rally paused, or is it over?
The US dollar ended the week higher, although off its highest point. Is that it? John Stepek looks at how it's affected the charts that matter most to…
12 Sep 2020
The charts that matter: a correction for gold and better news on US jobs
The charts that matter: a correction for gold and better news on US jobs
Having ended on a record high last Friday, gold took a big tumble this week. John Stepek looks at the gold price chart, along with the others that mat…
15 Aug 2020
The charts that matter: precious metals, longevity and a cure for baldness
The charts that matter: precious metals, longevity and a cure for baldness
As the gold price presses on to new highs, John Stepek looks at he charts that matter most to the global economy.
8 Aug 2020
Is the bond market wrong about inflation?
Is the bond market wrong about inflation?
The bond rally suggests that markets are sanguine about inflation, but the gold rally suggests inflation is a real threat.
7 Aug 2020
The eurozone takes a big step forward towards fiscal union
The eurozone takes a big step forward towards fiscal union
The European Union’s coronavirus recovery plan and its decision to issue joint debt will change the bloc forever.
23 Jul 2020
What do high levels of government debt mean for equities and bonds?
What do high levels of government debt mean for equities and bonds?
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17 Jul 2020
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What gold, bonds and tech stocks have in common
What gold, bonds and tech stocks have in common
"Risk off" or "safe haven" assets such as gold and government bonds have been doing well lately. But so have riskier tech stocks. That seems to defy c…
10 Jul 2020
The charts that matter: Tesla triumphs
The charts that matter: Tesla triumphs
As Tesla becomes the world's most valuable car-maker by market capitalisation, John Stepek looks at how that affects the charts that matter most to th…
4 Jul 2020
The end of the bond bull market and the return of inflation
The end of the bond bull market and the return of inflation
Central bank stimulus, surging post-lockdown demand and the end of the 40-year bond bull market. It all points to inflation, says John Stepek. Here’s …
30 Jun 2020
Collateralised debt: will it be 2008 all over again?
Collateralised debt: will it be 2008 all over again?
Collateralised debt obligations (CDOs) triggered the 2008 financial crisis. Now we have CLOs, or collateralised loan obligations – securitised busines…
26 Jun 2020
Corporate bonds: central banks top up the punch bowl yet again
Corporate bonds: central banks top up the punch bowl yet again
The corporate bond market continues to deliver unlikely returns, as America’s Federal Reserve stepped in with unprecedented support.
18 Jun 2020
The charts that matter: a week of two halves
The charts that matter: a week of two halves
After a week in which the markets shot up, then crashed back, John Stepek looks at how the charts that matter most to the global economy look now.
13 Jun 2020
The charts that matter: the green shoots of global recovery?
The charts that matter: the green shoots of global recovery?
With US employment data coming in much better than expected, John Stepek looks at how that’s affected the charts that matter most to the global econom…
6 Jun 2020
The charts that matter: the US and China – the calm before the storm?
The charts that matter: the US and China – the calm before the storm?
John Stepek looks at how the rising tension between the US and China over Hong Kong has affected the charts that matter the most to the global economy…
30 May 2020
Gilt yields head below zero
Gilt yields head below zero
Yields on gilts – UK government bonds – have gone negative, meaning investors are paying the Treasury to borrow money from them.
28 May 2020
The US Federal Reserve's backstop keeps the bond market afloat
The US Federal Reserve's backstop keeps the bond market afloat
An announcement back in March from America's central bank, that it would buy corporate bonds, has given the corporate bond market a fillip even as com…
22 May 2020
Curiouser and curiouser: 20 years in the markets
Curiouser and curiouser: 20 years in the markets
Central banks have been interfering with market and economic cycles for two decades, undermining capitalism and storing up huge trouble for the future…
21 May 2020
The bond bubble keeps inflating
The bond bubble keeps inflating
Most major stockmarkets remain down on the year, but government bonds continue to gain ground.
15 May 2020
The world's massive debt pile will be inflated away
The world's massive debt pile will be inflated away
The huge pile of government and corporate debt is likely to be dealt with by a combination of high taxes, financial repression and inflation.
1 May 2020
Here’s why cutting interest rates hurts more than it helps
Here’s why cutting interest rates hurts more than it helps
Cutting interest rates is often seen as an easy way to stimulate an economy. But it doesn't always work like that, says John Stepek. Here's why.
27 Apr 2020
Cracks appear in corporate-bond ETFs
Cracks appear in corporate-bond ETFs
Severe volatility has opened up gaps between company-debt market trackers and the underlying assets.
21 Apr 2020