Economic commentary: Can the equity bull market survive tax hikes?
Our chief economist looks at how the prospect for tax hikes in the US could impact the equity bull market and which factors might mitigate.
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Economic commentary: When will the Bank of England hike rates?
Our chief economist provides a round-up of the current state of the UK and markets and how this might affect the Bank of England’s policies.
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Economic commentary: Are we about to see a return to 1970s-style inflation?
Our chief economist looks at the prospects for increased inflation as well as central banks’ evolving attitudes towards inflation targets.
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Economic commentary: Challenging time for bond investors
Our chief economist looks at why bond yields are rising and whether the challenging environment for fixed income investors is set to continue.
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Economic commentary: Short selling and the GameStop phenomenon
A Q&A with our chief economist on the GameStop phenomenon, short selling and possible broader implications of recent market events.
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Economic commentary: Democratic sweep
Joe Biden’s party now control both the upper and lower house of the US. What does this mean for economic policy and markets?