Latest
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Are stocks back in a bull market or is this just a bear market rally?
News The S&P 500 index gained 17% between its June lows and 16 August, while the Nasdaq Composite rose more than 20%. So are stocks back in a bull market or is this just a brief rally before they resume their slide?
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US inflation may have peaked, but it remains a threat
News US inflation fell to 8.5% in July, down from 9.1% the previous month. But structural, not transitory, forces are pushing inflation higher. It could be around for some time yet.
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Don't be scared by economic forecasting
Editor's letter The Bank of England warned last week the UK will tip into recession this year. But predictions about stockmarkets, earnings or macroeconomic trends can be safely ignored, says Andrew Van Sickle.
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Is gold cheap relative to equities?
Analysis Dominic Frisby looks at the Dow-gold ratio and explains why gold is starting to appear inexpensive compared to equities.
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Central banks can’t solve our current economic problems
Analysis Traditionally, as we hit recessionary times, central banks have lowered interest rates. But that’s not an option this time. If anyone can help dull the economic pain, it’s not the Bank of England, it’s the government. John Stepek explains why.
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Enjoy the bear market rally while it lasts
News Investors seem to think that a weaker US economy will cool inflation and see the Fed relent on interest rate rises. But that optimism may be misplaced, with July’s stockmarket gains looking very much like a bear-market rally.
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What the death of the “Greenspan put” means for investors
Analysis The Fed’s latest interest-rate rise shows that the “Greenspan put” – the idea that central banks will intervene if markets look like crashing – is dead. It’s a very different world for investors now, says John Stepek. Here’s why, and what it means for you.
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What does the latest inflation shocker from the US mean for your money?
Analysis US inflation has hit another fresh 40-year high and it’s unlikely to be going away any time soon, despite the best efforts of the Federal Reserve. With markets already predicting a recession, John Stepek explains what it all means for you.
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Holiday reading: five books to make sense of the 1970s – and the 2020s
Reviews With raging inflation, booms, busts and political crises, the 1970s has a reputation as a relentlessly awful decade. But things aren’t that simple, says Merryn Somerset Webb. Here, she picks five books to put it all in context.
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