Merlin Weekly Macro: A budget every bit as bad as feared
Is a catatonic torpor of mediocre economic growth the best that the UK can hope for? The Jupiter Merlin team analyses the shaky foundations of Rachel Reeves’ post-Budget strategy.
Merlin Weekly Macro: The crystal ball that is the yield curve
The Jupiter Merlin team look at how investors in fixed income markets are interpreting risk at the moment, through the lens of government bond yields.
Merlin Weekly Macro: Have Labour painted themselves into a corner?
The Jupiter Merlin team look at whether Labour have painted themselves into a corner on tax and spending, as the pre-Budget political theatre ramps up.
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.
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Merlin Weekly Macro: A budget every bit as bad as feared
Merlin Weekly Macro: A budget every bit as bad as feared
Is a catatonic torpor of mediocre economic growth the best that the UK can hope for? The Jupiter Merlin team analyses the shaky foundations of Rachel Reeves’ post-Budget strategy.
Read time - 10 min.
01.11.2024
Merlin Weekly Macro: The crystal ball that is the yield curve
Merlin Weekly Macro: The crystal ball that is the yield curve
The Jupiter Merlin team look at how investors in fixed income markets are interpreting risk at the moment, through the lens of government bond yields.
Read time - 8 min.
25.10.2024
Merlin Weekly Macro: Have Labour painted themselves into a corner?
Merlin Weekly Macro: Have Labour painted themselves into a corner?
The Jupiter Merlin team look at whether Labour have painted themselves into a corner on tax and spending, as the pre-Budget political theatre ramps up.
Read time - 8 min.
18.10.2024
Merlin Weekly Macro: Rachel through the Looking Glass
Merlin Weekly Macro: Rachel through the Looking Glass
Ahead of the UK’s Budget, the Jupiter Merlin team analyses how the government may be sleep-walking into crisis. After all, the UK has gone bust before and could do again.
Read time - 19 min.
11.10.2024
Merlin Weekly Macro: Why are markets acting so calmly?
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?
Read time - 8 min.
07.10.2024
Merlin Weekly Macro: Is Labour heading in the wrong direction?
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.
Read time - 15 min.
27.09.2024
Merlin Weekly Macro: The ECB faces the hardest interest rate challenge
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.
Read time - 15 min.
13.09.2024
Merlin Weekly Macro: Should you be worried about German politics?
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.
Read time - 15 min.
06.09.2024
Merlin Weekly Macro: Can price controls ever work?
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?
Read time - 15 min.
30.08.2024
Merlin Weekly Macro: How clean can electricity become?
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.
Read time - 10 min.
09.08.2024
Merlin Weekly Macro: Stock markets get the jitters
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?
Read time - 10 min.
07.08.2024
Merlin Weekly Macro: A battle of wills on interest rates
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?
Read time - 9 min.
02.08.2024
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