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Why everyone is over-reacting to the mini-Budget
Analysis Most analyses of the chancellor’s mini-Budget speech have failed to grasp its purpose and significance, says Max King
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The end of cheap money hits the markets
News Markets have swooned as central banks raise interest rates, leaving the era of cheap money behind.
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What the return of the bond vigilantes means for investors
Analysis The US Federal Reserve is dancing to the tune of the bond vigilantes, says Max King. Here’s what that means for stockmarket investors, the economy, and you.
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What Jay Powell's Jackson Hole message means for markets
News Jay Powell delivered a hawkish speech on inflation at last week's Jackson Hole meeting. Alex Rankine explains what his speech means for markets.
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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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