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
Are you prepared to have your savings put into compulsory “recovery bonds”?
Are you prepared to have your savings put into compulsory “recovery bonds”?
The pandemic has put a huge hole in public finances – while bolstering many of the country's savings. Could one be used to bail out the other? Merryn …
11 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
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
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
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
Who is the Bank of England’s new £150bn of money printing really aimed at?
Who is the Bank of England’s new £150bn of money printing really aimed at?
The Bank of England has said it is to print a further £150bn to dampen the effects of the second lockdown on the economy. But there's more to it than …
5 Nov 2020
Why you might want to add emerging market debt to your portfolio
Why you might want to add emerging market debt to your portfolio
David Stevenson explores why, in our world of quantitative easing and negative yields, investors looking for positive yields should look at emerging m…
2 Nov 2020
The charts that matter: everyone’s got pre-election jitters
The charts that matter: everyone’s got pre-election jitters
With the US election fast approaching, it's been a tricky week for most assets. John Stepek looks at how the charts that matter most to the global eco…
31 Oct 2020
The topsy-turvy world of bonds
The topsy-turvy world of bonds
While stockmarkets rallied over the summer, bond yields continued to send alarm signals.
30 Oct 2020
Why would you pay anyone for the privilege of lending them money?
Why would you pay anyone for the privilege of lending them money?
In the latest in his series on fixed income investing, David Stevenson explains what’s driving the trend towards negative-yielding government bonds – …
26 Oct 2020
How will we repay our vast debt pile? Do we even need to?
How will we repay our vast debt pile? Do we even need to?
In his recent articles looking at different aspects of the fixed-income investing world, David Stevenson looked at inflation. Today he looks at a clos…
19 Oct 2020
A world drowning in debt
A world drowning in debt
The UK budget deficit is on course to hit £350bn, and America’s federal deficit has hit a record $3.1trn. But the debt surge is a truly global phenome…
16 Oct 2020
The charts that matter: it’s all about the stimulus
The charts that matter: it’s all about the stimulus
John Stepek looks at how homes of a pre-election stimulus deal in the US have affected the charts that matter most to the global economy.
10 Oct 2020