Merlin Weekly Macro: Why are markets acting so calmly?
The Jupiter Merlin team ask why, given the increasingly unstable nature of global geopolitics, markets seem so sanguine about the future. Is a shock around the corner?
Merlin Weekly Macro: Is Labour heading in the wrong direction?
The Jupiter Merlin team examine the rhetoric from Keir Starmer and Rachel Reeves, and ask whether there’s a lack of joined-up thinking on UK economic policy.
Merlin Weekly Macro: The ECB faces the hardest interest rate challenge
The Jupiter Merlin team examine the challenges faced by the European Central Bank, and discuss how the market’s expectations of Federal Reserve policy have evolved.
Merlin Weekly Macro: Should you be worried about German politics?
The Jupiter Merlin team discuss seismic election results in Germany, as parties on the extreme ends of left and right have big success in state elections.
Merlin Weekly Macro: Can price controls ever work?
The Jupiter Merlin team discuss the trend towards more state intervention in pricing. Can price controls ever work, and what are the side effects?
Merlin Weekly Macro: How clean can electricity become?
The Jupiter Merlin team look at the government’s infrastructure and clean energy plans, including carbon-zero electricity production, and where the challenges may be.
Merlin Weekly Macro: Stock markets get the jitters
The Jupiter Merlin team discuss the rapid movements in stock markets, in particular Japan, over the past several days. What does this mean for investors?
Merlin Weekly Macro: A battle of wills on interest rates
The Jupiter Merlin team discuss the Bank of England’s decision to cut interest rates. How fast – and how far – might rates fall from here?
Merlin Weekly Macro: Debt and deficits plague the West
The Jupiter Merlin team discuss the economic prospects of the world’s major economies. Can the highly indebted West grow enough to fund spending plans?
Merlin Weekly Macro: Can the US constitution endure Trump?
The Jupiter Merlin team examine the state of US politics, as Trump survives an assassination attempt and Biden continues to come under pressure to withdraw.