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.
Jupiter Merlin Weekly: Is The City backing Labour?
The Jupiter Merlin team look at the early moves in the 2024 UK general election race, as Labour’s economic credentials may encounter a dose of fiscal reality.
What central banks are saying about gold
Ned Naylor-Leyland says investors should pay attention to the views of central bankers on gold, especially since the yellow metal is nearing an inflection point.
Inflation in Japan: threat or opportunity?
Dan Carter and Mitesh Patel examine a surprising move from the Bank of Japan – was it a mistake, and what consequences might it have for the Japanese equity market?
Jupiter Merlin Weekly: What to make of contradictory data?
The Jupiter Merlin team discuss seemingly contradictory economic data as central banks are finding that the path to containing inflation is strewn with … difficulties.
Jupiter Merlin Weekly: Central bankers go fishing
The Jupiter Merlin team take a look at the latest Jackson Hole symposium, where the world’s leading central bankers met to discuss policy.
Jupiter Merlin Weekly: Gilt yields and a deeper malaise
The Jupiter Merlin team consider the rich yields available in the gilt market and why improving an ailing NHS should be made a national priority.
Jupiter Merlin Weekly: Biden turns the screw on China
The Jupiter Merlin team discuss the state of China’s economy. China’s confidence abroad contrasts with its struggles at home, as growth falters and deflation arrives.
Jupiter Merlin Weekly: They have one job. Just one job…
This Jupiter Merlin Weekly discusses the forthcoming review from Ben Bernanke of the Bank of England’s forecasting processes. How will Bernanke grade the Bank’s homework?