Money Morning
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Should investors be worried about stagflation?
Opinion The latest US employment data has raised the ugly spectre of “stagflation” – weak growth and high inflation. John Stepek looks at what’s going on and asks if you should be worried.
By John Stepek Published
Opinion -
Will Jerome Powell lay out a tapering timetable today? Probably not
Analysis Investors will be looking for clues on the future of US monetary policy at the Jackson Hole Event today. John Stepek breaks down what investors can expect.
By John Stepek Published
Analysis -
Wages are soaring and job vacancies are at record levels – is inflation next?
Analysis Wages in the UK are rising fast as the economy rebounds from the Covid recession. Will that drive inflation? John Stepek looks at what’s driving wages higher, and how long it might last.
By John Stepek Published
Analysis -
The charts that matter: yields soften after US inflation data rises less than expected
Charts The US dollar strengthened this week. Here’s how it affected the charts that matter most to the global economy.
By Saloni Sardana Published
Charts -
Three key lessons on the 50th anniversary of the gold standard's demise
Analysis Since 1973, the global monetary system has been backed by the dollar, not by gold. John Stepek looks at whether that will last and what may be next.
By John Stepek Published
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The US jobs market is booming – but what does that mean for markets?
Analysis The US economy added almost one million jobs in July. John Stepek explains what the spectacular report means for markets and the future of US monetary policy.
By John Stepek Published
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The charts that matter: the dollar strengthens and Delta worries mount
Charts The dollar strengthened this week as Delta fears resurfaced. Here's how it affected the charts that matter the most to the global economy.
By Saloni Sardana Published
Charts -
The case for nickel – a crucial metal in the Green Energy Revolution
Analysis Nickel’s use in batteries for electric vehicles makes it a vital metal for the 21st century. Dominic Frisby investigates how to invest.
By Dominic Frisby Published
Analysis -
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.
By John Stepek Published
Analysis