Jupiter Merlin Weekly: Evolution or revolution in China?
China’s re-socialisation: evolutionary or revolutionary? The Jupiter Merlin team analyses the bigger picture behind the Evergrande collapse.
Jupiter Merlin Weekly: Goldman grooming the global great and the good
The Merlin team give their view on the efforts of politicians and technocrats to steer the global economy out of the mess in which it has found itself.
Jupiter Merlin Weekly: A catastrophic failure of Western policy
As tragic scenes unfold in Afghanistan, the Merlin team give their view on the causes and ramifications of this foreign policy failure for the US and its allies.
Jupiter Merlin Weekly: Apocalypse Now?
The recent ‘Code Red!’ IPCC climate change report raises many fundamental policy issues. The Jupiter Merlin team looks at the future, not least an impending ‘carbon climate compression clash’, and discusses how it approaches climate change pragmatically in its investments.
Jupiter Merlin Weekly: Focus on Iran
The influence of Iran is palpable and growing. What does this mean for investors? The Merlin team give their view.
Jupiter Merlin Weekly: The moral hazards of living with Covid
As the western democracies gradually reopen, moving into a ‘living-with-Covid’ era, moral and political hazards are becoming evident. The Merlin team give their view.
Jupiter Merlin Weekly: Eurozone hooked on the monetary methadone the ECB cannot resist dispensing
While several peers are already tapering quantitative easing, or have announced the intention of doing so, the ECB is determinedly heading in the opposite direction.
Jupiter Merlin Weekly: Brussels’ pre-emptive climate change strike
Will the race to decarbonise radically change global trade? The EU’s latest policy proposals have would have profound trade consequences. The Merlin team give their view.
Jupiter Merlin Weekly: Central banks on differing paths
The Merlin team discuss conflicting messages around inflation, and the differing approaches taken by central banks across the world.
Jupiter Merlin Weekly: Geopolitics and long-term risk
The Merlin team discuss geopolitics this week, as G7 leaders unveiled the “Build Back Better World” initiative and the Royal Navy entered disputed waters.