Jupiter Merlin Weekly: How egregious are BP’s profits?
The Jupiter Merlin team says big oil companies are an essential part of the energy transition process and making them uninvestable is no way to keep the lights on.
Can the Fed get it right this time?
Mark Nash discusses the outlook for inflation, the prospect of central bank tightening and whether the Fed can avoid repeating past mistakes.
Jupiter Merlin Weekly: The UK government’s multiple own goals
The Jupiter Merlin team look at the UK government’s endemic waste and political own goals, which threaten to hamstring the country’s prospects at a crucial juncture.
Notes from the Investment Floor: Why boring isn’t bad in bond markets
Harry Richards examines how bond markets have reacted to increased interest rate expectations and explains why ‘boring’ isn’t bad in bond markets.
Flexible Bond update: The Fed’s fighting inflation at almost any cost
Ariel Bezalel and Harry Richards discuss a volatile period for fixed income and the latest pivot from the Fed, which the market suspects is making a policy error.
Jupiter Merlin Weekly: Weaning markets off the liquidity drug
The Jupiter Merlin team look at the implications of the US Federal Reserve’s latest shift in monetary policy.
Notes from the Investment Floor: The central banking pantomime
Ned Naylor-Leyland comments on the dynamics in gold and silver markets, as a central banking pantomime has so far had a suppressing effect on prices.
Slowdown in population growth creates economic time bomb
The world may not be having enough children to sustain economic growth at current levels.
Examining Japan’s green technology credentials
Dan Carter and Mitesh Patel ask how ready Japan’s corporate sector is to capitalise upon the green technology revolution.
Jupiter Merlin Weekly: Are politicians being honest about ‘net zero’?
The Jupiter Merlin team address how politicians are pursuing ‘net zero’ targets, and whether they’re being honest with electorates about the reality of getting there.