194 insights found
Thinking about thinking
It appears that the US Federal Reserve (Fed) is closer to achieving its inflation target than it expected to be when the “average inflation rate” framework was first presented.
Central bankers think inflation has undershot medium term targets in recent years.
Fuel from the bin
As time goes by, it becomes clearer what needs to be done to accelerate the shift to a zero carbon economy.
Inflation is a key focus for investors, meaning uncertainty over what happens to interest rates.
Pricing ESG risk (or not)
Risks associated with the environmental, social and governance profile of a business are not quantified in a standardised way across the investment industry.
A new commodity boom
Commodity prices are booming. This is consistent with strong growth, equity outperformance and rising long-term yields.
A view from the markets – Sunny with distant clouds
The world remains almost perfect for equities. Growth is strong and earnings are rising.
Unbridled capitalism has its limits. This has been confirmed by football (soccer). Customers (fans) have been deprived of fully enjoying the product for the last year and the suggestion that it would ...
A token price
Part of the crypto finance infrastructure went public this week by issuing traditional equity on a traditional exchange to raise traditional dollars.