Opinion Shipping costs — another danger for inflation-watchers to navigate Much like the coronavirus pandemic, and the economic disruption that it has caused, a global shipping crisis looks... Published 11 Dec, 2021 04:12am
Opinion From doom to boom, energy stocks power out of Covid shock Big oil is back. After enduring a near-death experience during the Covid crisis when demand plummeted and being... Published 22 Oct, 2021 04:13am
Opinion Early or late cycle? Fast-running bull market unnerves investors Will history’s longest-ever bull market be followed by one of the shortest? It’s been just over a year since a... Published 28 May, 2021 04:08am
Opinion The housing boom, central banks and the inflation conundrum A multi-year boom in global house prices which even a pandemic has failed to halt is forcing central banks around ... Published 23 Apr, 2021 05:12am
Opinion 'Bond vigilantes' relaxed on record-high debt as central banks rule An explosion in crisis borrowing around the world has not yet given so-called "bond vigilantes" sleepless nights or... Published 09 Dec, 2020 02:52am
Opinion Bond markets should brace for tighter central bank squeeze As the British and Australian central banks prepare to crank up their money-printing presses and the U.S. election... Published 07 Nov, 2020 02:39am
Opinion The quarter after the half: Why the next 3 months are key for stocks ARTICLE: Central bank firepower helped stock market bulls finish the first half of 2020 on a high. Now the rally... Updated 08 Jul, 2020 10:43pm
Markets Central banks hint at pandemic stimulus exit, markets aren't buying it ARTICLE: As strict coronavirus lockdowns end, some central bankers have started hinting at another kind of exit -... Published 24 Jun, 2020 03:13am
Print Share buyback juggernaut to roll on, oiled by bond yield collapse Relentlessly falling borrowing costs worldwide may be setting the stage for a further squeeze in global equity supply, with signs that more companies, especially in Japan and Europe, will exploit the cheap money wave to buy back shares. Published 06 Aug, 2019 12:00am