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Five unexpected events that could shock the markets in 2022
Opinion Forget Covid-19 – it’s the unexpected twists that will rattle markets in 2022, says Matthew Lynn. Here are five possibilities
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Has Italy’s economy turned the corner?
News Italy’s FTSE MIB stockmarket index has returned 23% so far this year, more than double the FTSE 100’s performance over the same period.
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Why the European Central Bank’s new regime matters more than you think
Analysis The ECB has said it will tolerate higher inflation and it won’t be raising interest rates for quite some time. It’s another big clue for markets – but they remain unconvinced. That’s a mistake, says John Stepek. Here’s why.
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The Bank of Japan is getting into industrial policy
Opinion The Bank of Japan has shrugged off its fig leaf of independence and is getting involved in fiscal policy. And won't be the only central bank to do so, says John Stepek. It's another step down the slippery slope we started on decades ago.
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Central banks are starting to raise rates – what does that mean for your money?
Analysis Central banks across the globe are starting to raise interest rates as inflation gathers pace. John Stepek explains what it means for your long-term portfolio.
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Can Mario Draghi save Italy's economy?
News Italy's prime minister Mario Draghi hopes that his €222bn public spending plan, which includes high-speed internet, high-speed rail, and improving the energy efficiency of public buildings, will give the Italian economy a boost.
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Overlooked European stocks are a solid bargain
News The lack of speculative exuberance in European stocks compared to US markets bodes well for investors seeking less tech-heavy drama and more deep value.
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The European Central Bank fumbles its way towards yield curve control
Analysis 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. Here, he looks at how central banks are shifting the goalposts, and what it means for you.
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A weakening US dollar is good news for markets – but will it continue?
Opinion The US dollar – the most important currency in the world – is on the slide. And that's good news for the stockmarket rally. John Stepek looks at what could derail things.
Opinion
