Jupiter Merlin Weekly: Cracks appearing in the central banks’ wall?
As major central banks continue to grapple with how to react to rising bond yields, the European Central Bank is the first to break ranks.
Is pent-up demand a coiled spring…or a Slinky?
The durable goods boom of the past year is unlikely to be repeated, taking away a key input to drive post-pandemic inflation, says Ariel Bezalel.
Key fintech opportunities in 2021 and beyond
Financial innovation is disrupting the world as we know it. Guy de Blonay and Antoine Hucher discuss the fintech themes they think have the best investment potential.
Jupiter Merlin Weekly: Covid created a debt to society that we must all repay
After a Budget full of political chutzpah, Rishi Sunak isn’t finished with us yet. What further tax rises may still be in store, and is that the best way to spur growth?
Fed: the most hawkish central bank in the G10?
The US Federal Reserve’s reaction to panicking markets won’t have done much to calm nerves.
Jupiter Merlin Weekly: Central banks keep talking, but who’s listening?
As markets continue to fret about the possibility of inflation, the Federal Reserve has been trying to calm nerves – but has the market stopped listening?
Transitioning to Net Zero – Fast or Slow?
Abbie Llewellyn-Waters and Richard Buxton address the transition towards net zero carbon. What are some of the opportunities and challenges for investment portfolios?
Notes from the Investment Floor – Will 2021 be the year for India?
Avinash Vazirani explains why you’ll probably hear a lot about India this year, as trade deals, GDP growth and vaccines make news.
A heady cocktail of demand for silver
Ned Naylor-Leyland explains why he sees a supply and demand mismatch in the physical silver market and what it may mean for the price of the metal
Silver rumbling, earthquake coming?
The pressure on physical silver supply, as previously forecast by our desk, has come into sharp focus lately, leading to questions about what could happen to the price of silver if investment flows into ETFs continue apace.