Merlin Weekly Macro: Interpreting the Fed’s policy signals
The Jupiter Merlin team attempt to decipher the Federal Reserve’s recent comments, which reveal much about the quandary in which the US finds itself.
Merlin Weekly Macro: The rehabilitation of The Iron Lady
The Jupiter Merlin team discuss the rehabilitation of Margaret Thatcher’s political reputation, and ask whether Rachel Reeves’s economic plans are realistic.
Merlin Weekly Macro: Old challenges for any new government
The Jupiter Merlin team discuss how Starmer’s Labour might govern the UK differently, and ask whether they would have any more success at ‘getting things done’?
Jupiter Merlin Weekly: Hunt’s budget pleases hardly anyone
The Jupiter Merlin team discuss the Chancellor’s election-year budget and unimaginative fiscal policy and what a Labour administration may mean for government finances.
Merlin Weekly Macro: Politics must confront some difficult issues
The Jupiter Merlin team discuss the tense backdrop for 2024 elections, as politicians must confront divisive issues that often deeply split their electorates.
India: All eyes on Modi’s prospects amid growth optimism
Avinash Vazirani and Colin Croft say investors will focus on the outcome of the upcoming national election and what that could mean for government policies amid growth optimism.
Merlin Weekly Macro: The West’s diplomacy has failed Ukraine
The Jupiter Merlin team discuss the West’s latest efforts to box Russia in with a raft of new sanctions. Will these be any more effective than the last?
Merlin Weekly Macro: 24 hours to forget for the Tories
The Jupiter Merlin team discuss another 24 hours to forget for the Tories, as heavy by-election defeats show the scale of the challenge in an election year.
Merlin Macro: `Securonomics,’ now you see it, now you don’t
The Jupiter Merlin team analyses Labour’s financial services plans and asks if Sir Keir Starmer and his leadership team can be trusted do the right thing.
Merlin Weekly Macro: Dear Jeremy / Dear Andrew
The Jupiter Merlin team discuss the state of the UK public finances, as interest rates stay on hold and the government’s debt repayments remain sky high.