Category Politics

Populism averted, but only for a short-while

Macron’s victory has been hailed as a market plus, a win for Europe and common purpose, but it’s likely just a crisis averted, perhaps, for a few more years. Around the globe populism will likely be fanned by inflation, food and energy insecurity and become an increasingly destabilising force on markets.

UK in Crisis: Should Covid claim another victim while self-righteous wrath sets the tone?

Boris apologised – but is it too late? Resolving the innumerable crises facing the UK requires political focus, and less of the politically expedient indignation being displayed in parliament. It won’t make anything better, threatens further destabilisation, and diminish the UK’s global competitiveness..  

Inflation, Covid, Central Banks and Politics – about half the things to really worry about…

As markets shake off their summer slumbers, what should we be worrying about? Lots..! From real vs transitory inflation arguments, the long-term economic consequences of Covid, the future for Central Banking unable to unravel its Gordian knot of monetary experimentation, and the prospects for rising political instability in the US and Europe.