Merlin Weekly Macro: Europe disunited by political crises
The Jupiter Merlin team discuss a recent spate of elections and political crises in Europe as the EU’s unity continues to come apart at the seams.
Merlin Weekly Macro: Mind the (productivity) gap
The Jupiter Merlin team discuss a recent report on the UK’s productivity. Does the UK public sector have a productivity problem, and what can be done about it?
Merlin Weekly Macro: Hunt’s electioneering Autumn Statement
The Jupiter Merlin team discuss the Autumn Statement, which helps position the Tories for the next election. But are Sunak and Hunt ducking the big issues?
Jupiter Merlin Weekly: Monetary policy – Playing ‘guess the interest rate’
The Jupiter Merlin team discuss the policy guidance of major central banks, as it appears that interest rates have probably – but not definitely – peaked.
US politics: Public will pick the least-worst Presidential candidate
The best President, or the least worst? Exactly a year before the 2024 US election, the Jupiter Merlin team analyses a likely Biden/Trump rematch.
Jupiter Merlin Weekly: EU/eurozone – An economic Frankenstein’s monster?
This Merlin Weekly Macro analyses the strains on the Italian economy in the broader context of the eurozone’s financial system, described as a ‘monstrous monetary lash-up’.
Jupiter Merlin Weekly: Geopolitics – Must the US choose between Israel and Ukraine?
This Merlin Weekly Macro looks at the appalling events in the Middle East and how markets have reacted, while asking what this could mean regarding US support for Ukraine.
Jupiter Merlin Weekly: Macro – The US has a big debt problem
This Merlin Weekly Macro looks at government debt problems in the US, as Biden’s administration continues to “Go real big” on both spending and borrowing.
Jupiter Merlin Weekly: A public sector in need of reform
This Jupiter Merlin Weekly examines the state of the UK’s public sector. Is tax revenue used efficiently enough and are taxpayers getting value for money?
Notes from the Investment Floor: What’s driving India’s momentum?
Avinash Vazirani examines the momentum behind the equity market and, while warning that investors must keep their heads, explains why he’s bullish about India’s future.