Merlin Weekly Macro: Can the US constitution endure Trump?
The Jupiter Merlin team examine the state of US politics, as Trump survives an assassination attempt and Biden continues to come under pressure to withdraw.
Merlin Weekly Macro: Is NATO really as united as it claims?
As NATO leaders met to discuss affairs one absent figure cast a shadow over the event. The Jupiter Merlin team ask what a Trump presidency would mean for NATO.
Merlin Weekly Macro: Government requires effective challenge
In the wake of Labour’s election victory, the Jupiter Merlin team assess what went wrong for the Tories and ask whether they can form an effective opposition.
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: Can the US constitution endure Trump?
Merlin Weekly Macro: Can the US constitution endure Trump?
The Jupiter Merlin team examine the state of US politics, as Trump survives an assassination attempt and Biden continues to come under pressure to withdraw.
Read time - 20 min.
19.07.2024
Merlin Weekly Macro: Is NATO really as united as it claims?
Merlin Weekly Macro: Is NATO really as united as it claims?
As NATO leaders met to discuss affairs one absent figure cast a shadow over the event. The Jupiter Merlin team ask what a Trump presidency would mean for NATO.
Read time - 21 min.
12.07.2024
Merlin Weekly Macro: Government requires effective challenge
Merlin Weekly Macro: Government requires effective challenge
In the wake of Labour’s election victory, the Jupiter Merlin team assess what went wrong for the Tories and ask whether they can form an effective opposition.
Read time - 20 min.
09.07.2024
Merlin Weekly Macro: Do you hear the drums of discontent?
Merlin Weekly Macro: Do you hear the drums of discontent?
As French voters express discontent and in the US President Biden faces questions over his future, the Jupiter Merlin team address the investment implications.
Read time - 10 min.
02.07.2024
Merlin Weekly Macro: Spotlight on Labour’s economic plans
Merlin Weekly Macro: Spotlight on Labour’s economic plans
With Labour set for a large majority as Sunak’s electoral gambit fails, the Jupiter Merlin team discuss the economic plan of the UK’s government-in-waiting.
Read time - 15 min.
21.06.2024
Merlin Weekly Macro: NATO’s disunited ‘Band of Brothers’
Merlin Weekly Macro: NATO’s disunited ‘Band of Brothers’
The Jupiter Merlin team discuss the fractured relationships within NATO, as key leaders lose popularity at home and support for Ukraine comes under threat.
Read time - 7 min.
14.06.2024
Merlin Weekly Macro: On tax, the devil is in the detail
Merlin Weekly Macro: On tax, the devil is in the detail
The UK election talk about tax continues with precious little clarity. How big might the Labour majority be, and will the Tories form an effective opposition?
Read time - 7 min.
07.06.2024
Merlin Weekly Macro: Central bankers in a bind
Merlin Weekly Macro: Central bankers in a bind
The Jupiter Merlin team consider the data that’s challenging central bankers’ plans to reduce interest rates and reassert their authority over the economy.
Read time - 7 min.
03.06.2024
Merlin Weekly Macro: The election race is on
Merlin Weekly Macro: The election race is on
The UK goes to the polls on 4 July to elect a new government. Could economic data boost Tory chances? The Jupiter Merlin team assess the factors at play.
Read time - 7 min.
24.05.2024
Merlin Weekly Macro: Sunak talks tough on defence
Merlin Weekly Macro: Sunak talks tough on defence
The Jupiter Merlin team discuss the UK’s commitment to increase defence spending to 2.5% of GDP, and what being on a ‘war footing’ might mean in practice.
Read time - 7 min.
03.05.2024
Merlin Weekly Macro: US inflation moves stubbornly sideways
Merlin Weekly Macro: US inflation moves stubbornly sideways
The Jupiter Merlin team assess the likelihood of the Federal Reserve cutting interest rates this year given that economic data continues to raise eyebrows.
Read time - 7 min.
12.04.2024
Merlin Weekly Macro: A threat to the rules-based order
Merlin Weekly Macro: A threat to the rules-based order
The Jupiter Merlin team assess the existential threats faced by Ukraine and Israel, and the challenges posed by nations who wilfully defy the rules-based order.
Read time - 16 min.
05.04.2024
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