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Review of the week: Tipping the scales
Last Updated: September 30, 2025
Western central banks are trying to rebalance the scales in bond markets without causing a panic. Meanwhile, COVID-19 and bog-standard politics are still influencing markets in Europe and Asia.
Review of the week: A muddled view
Last Updated: September 30, 2025
The war in Ukraine has dampened global growth as waves of COVID-19 continue to roll across the world. Meanwhile, politics is back to the fore in Europe and America.
Review of the week: The money squeeze
Last Updated: September 30, 2025
People are starting to react to increases in the cost of living, cutting non-essentials and spending less. Central banks are soon to follow suit by increasing interest rates further.
Review of the week: Behind the times
Last Updated: September 30, 2025
Central banks, squarely behind the curve, are preparing to raise rates swiftly. Inflation should be peaking, yet a European oil embargo is becoming more likely.
Review of the week: The dollar ascendant
Last Updated: September 30, 2025
US monetary policy is tightening, sending the greenback higher. This should ease US inflation even as it squeezes the costs of living and doing business for foreign markets.
Review of the week: The balancing act is back
Last Updated: September 30, 2025
Central bankers have spent years focussing their efforts on fighting deflation. Now that long-dormant inflation is back, they have to stop it from bedding in while avoiding sending the economy into recession.
Review of the week: Outline of a bear market
Last Updated: September 30, 2025
Stocks are flirting with levels that delineate a depressed market. The mood is gloomy and the risk of recession is real, but are investors pricing in too much bad news?
Review of the week: So bearish, it’s bullish
Last Updated: September 30, 2025
Ever been so happy it makes you sad? Ever been so distraught it makes you smile? Humanity is complicated, which makes markets tough to read as well.
Review of the week: Is hot wage growth cooling?
Last Updated: September 30, 2025
Financial markets remain volatile as they try to gauge whether the healthy jobs market could stoke too-high inflation. Meanwhile, tensions between Prime Minister Boris Johnson and his party are escalating sharply.
Review of the week: Inflation persists
Last Updated: September 30, 2025
The price level is yet to find a ceiling, so the value of stocks and bonds have no floor. Markets will swing between hope and despair until inflation is inarguably falling.
Review of the week: Growth fears rise
Last Updated: September 30, 2025
With inflation running hot, central bankers are gearing up to hike interest rates fast. But this is worrying investors who think the economy may not be able to take it.
Review of the week: Back to the future
Last Updated: September 30, 2025
A solid drop in bond yields helped boost stocks and reminds us of the earlier days of ultra-modern monetary policy. Meanwhile, gas prices see-saw on the Atlantic fulcrum.