Merlin Weekly Macro: The countdown to 5th November
The Jupiter Merlin team discuss the US economy’s stubbornly high growth, what that might mean for November’s Presidential election.
Merlin Weekly Macro: Thinking great thoughts in Davos
The Jupiter Merlin team look at the state of global monetary policy, as ‘the great and the good’ convene once again at Davos to put the world to rights.
Merlin Weekly Macro: A death and a birthday in the EU family
The Jupiter Merlin team examine the state of the EU as Jacques Delors, an advocate of full political and fiscal integration, passes away at the age of 98.
Merlin Weekly Macro: Who would be a central banker?
The Jupiter Merlin team take stock of how markets stand in early 2024, with and Federal Reserve’s obfuscating rhetoric as it comes under pressure from all sides.
Outlook 2024: Why quality matters in European equities
Mark Nichols and Mark Heslop discuss investing in quality growth companies in Europe and how these companies are better able to manage macroeconomic challenges.
Outlook 2024: India’s booming as voters back pro-growth Modi
Avinash Vazirani expects India’s economy to build on its strengths in 2024, which should bode well for investors. Will Modi secure a third term as President?
Outlook 2024: Rampant debt and a rancorous election
The Jupiter Merlin team discuss their 2024 outlook, when central banks may battle with markets over policy. Meanwhile, an extraordinary US election approaches.
Merlin Weekly Macro: Ukraine boredom is what Putin wants
The Jupiter Merlin team discuss how Putin is finally getting his wish, as the US appears to be losing its appetite for financially backing Ukraine.
Assessing the outlook for bond markets in 2024
Hilary Blandy looks ahead to 2024, asking what makes the UK different on inflation and whether parts of the bond market might crash into a ‘maturity wall’.
Merlin Weekly Macro: Is the Fed under political pressure?
The Jupiter Merlin team discuss the market reaction to the Federal Reserve’s latest call on interest rates, and ask whether Powell is under political pressure ahead of an election year in 2024.