Merlin Weekly Macro: Ukraine boredom is what Putin wants
The Jupiter Merlin team discuss how Putin is finally getting his wish, as the US appears to be losing its appetite for financially backing Ukraine.
Assessing the outlook for bond markets in 2024
Hilary Blandy looks ahead to 2024, asking what makes the UK different on inflation and whether parts of the bond market might crash into a ‘maturity wall’.
Merlin Weekly Macro: Is the Fed under political pressure?
The Jupiter Merlin team discuss the market reaction to the Federal Reserve’s latest call on interest rates, and ask whether Powell is under political pressure ahead of an election year in 2024.
Merlin Weekly Macro: Europe disunited by political crises
The Jupiter Merlin team discuss a recent spate of elections and political crises in Europe as the EU’s unity continues to come apart at the seams.
Merlin Weekly Macro: Mind the (productivity) gap
The Jupiter Merlin team discuss a recent report on the UK’s productivity. Does the UK public sector have a productivity problem, and what can be done about it?
Merlin Weekly Macro: Hunt’s electioneering Autumn Statement
The Jupiter Merlin team discuss the Autumn Statement, which helps position the Tories for the next election. But are Sunak and Hunt ducking the big issues?
Jupiter Merlin Weekly: Monetary policy – Playing ‘guess the interest rate’
The Jupiter Merlin team discuss the policy guidance of major central banks, as it appears that interest rates have probably – but not definitely – peaked.
US politics: Public will pick the least-worst Presidential candidate
The best President, or the least worst? Exactly a year before the 2024 US election, the Jupiter Merlin team analyses a likely Biden/Trump rematch.
Jupiter Merlin Weekly: EU/eurozone – An economic Frankenstein’s monster?
This Merlin Weekly Macro analyses the strains on the Italian economy in the broader context of the eurozone’s financial system, described as a ‘monstrous monetary lash-up’.
Jupiter Merlin Weekly: Geopolitics – Must the US choose between Israel and Ukraine?
This Merlin Weekly Macro looks at the appalling events in the Middle East and how markets have reacted, while asking what this could mean regarding US support for Ukraine.