Tag Archives: inflation

Buy in May and go away?

It looks like the old saying “Sell in May and go away” has just been turned on its head. After cratering for seven weeks, the S&P 500 index ended last week up 6.6%

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Why high natural gas prices could benefit democracy

As Russia’s war on Ukraine has disrupted global energy supplies, the focus on renewable and sustainable energy is becoming sharper than ever.

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Russian war on Ukraine hurts all emerging markets

Besides the immense human tragedy that it has caused, Russia’s brutal attack on Ukraine has also thrown emerging markets back at least a decade in terms of attractivity for investors. It will be hard, if not impossible, for the asset class to bounce back.

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Watch commercial banks’ interest rates for clues on the future

While all eyes are on what central banks will do with interest rates, consumers and investors alike should really worry about what commercial banks will do.

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Beware value traps when hunting for stock market bargains

European stock markets recouped all the ground lost since the February 24 Russian invasion of Ukraine, but investor optimism may be misplaced.

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Bank of England doubles down on house price inflation

This may not be the main thing that financial markets are looking at right now, but the Bank of England has announced it is thinking of removing another hurdle from the path or house price inflation.

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Bank of England ignores the elephant in the room: Brexit

The Bank of England has ignored inflation for so long that is now clearly behind the curve, and getting more and more desperate to catch up.

But the central bank is in danger of scuppering its own purpose by ignoring another big change to the economy: Brexit.

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Four reasons why the stockmarket rally is not over

Those who worry that the extraordinary stock market rally will come to an end in 2022 may be worrying too soon: equities could still power ahead, and particularly so in Europe.

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Three potentially positive effects of inflation

Inflation is here to stay, rather than transitory, no matter what central banks are telling us. But rising inflation could help make the global economy more efficient. Here are three potentially positive consequences of high inflation:

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Why inflation does not bother Boris Johnson too much

After Brexit, the UK seems to be jumping randomly from one crisis to the next, and the government seems strangely unperturbed by the general distress.

Partly, this can be attributed to the politicians’ own failure to learn. Prime Minister Boris Johnson has proven again and again that he is prone to repeating past mistakes — the way he handled the multiple lockdowns in the Covid-19 crisis is the best example of this.

But what if at least part of it is deliberate? There could be a couple of reasons for which crises suit Johnson and his government very well, at least for a while.

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