Merlin Weekly Macro: Government requires effective challenge
In the wake of Labour’s election victory, the Jupiter Merlin team assess what went wrong for the Tories and ask whether they can form an effective opposition.
Merlin Weekly Macro: Do you hear the drums of discontent?
As French voters express discontent and in the US President Biden faces questions over his future, the Jupiter Merlin team address the investment implications.
Merlin Weekly Macro: Spotlight on Labour’s economic plans
With Labour set for a large majority as Sunak’s electoral gambit fails, the Jupiter Merlin team discuss the economic plan of the UK’s government-in-waiting.
Merlin Weekly Macro: NATO’s disunited ‘Band of Brothers’
The Jupiter Merlin team discuss the fractured relationships within NATO, as key leaders lose popularity at home and support for Ukraine comes under threat.
Merlin Weekly Macro: On tax, the devil is in the detail
The UK election talk about tax continues with precious little clarity. How big might the Labour majority be, and will the Tories form an effective opposition?
Merlin Weekly Macro: Central bankers in a bind
The Jupiter Merlin team consider the data that’s challenging central bankers’ plans to reduce interest rates and reassert their authority over the economy.
Merlin Weekly Macro: The election race is on
The UK goes to the polls on 4 July to elect a new government. Could economic data boost Tory chances? The Jupiter Merlin team assess the factors at play.
Merlin Weekly Macro: Sunak talks tough on defence
The Jupiter Merlin team discuss the UK’s commitment to increase defence spending to 2.5% of GDP, and what being on a ‘war footing’ might mean in practice.
Merlin Weekly Macro: US inflation moves stubbornly sideways
The Jupiter Merlin team assess the likelihood of the Federal Reserve cutting interest rates this year given that economic data continues to raise eyebrows.
Merlin Weekly Macro: A threat to the rules-based order
The Jupiter Merlin team assess the existential threats faced by Ukraine and Israel, and the challenges posed by nations who wilfully defy the rules-based order.