Merlin Weekly Macro: Why are markets acting so calmly?
The Jupiter Merlin team ask why, given the increasingly unstable nature of global geopolitics, markets seem so sanguine about the future. Is a shock around the corner?
Merlin Weekly Macro: Is Labour heading in the wrong direction?
The Jupiter Merlin team examine the rhetoric from Keir Starmer and Rachel Reeves, and ask whether there’s a lack of joined-up thinking on UK economic policy.
Merlin Weekly Macro: The ECB faces the hardest interest rate challenge
The Jupiter Merlin team examine the challenges faced by the European Central Bank, and discuss how the market’s expectations of Federal Reserve policy have evolved.
Jupiter Merlin Weekly: Evolution or revolution in China?
China’s re-socialisation: evolutionary or revolutionary? The Jupiter Merlin team analyses the bigger picture behind the Evergrande collapse.
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Merlin Weekly Macro: Why are markets acting so calmly?
Merlin Weekly Macro: Why are markets acting so calmly?
The Jupiter Merlin team ask why, given the increasingly unstable nature of global geopolitics, markets seem so sanguine about the future. Is a shock around the corner?
Read time - 8 min.
07.10.2024
Merlin Weekly Macro: Is Labour heading in the wrong direction?
Merlin Weekly Macro: Is Labour heading in the wrong direction?
The Jupiter Merlin team examine the rhetoric from Keir Starmer and Rachel Reeves, and ask whether there’s a lack of joined-up thinking on UK economic policy.
Read time - 15 min.
27.09.2024
Merlin Weekly Macro: The ECB faces the hardest interest rate challenge
Merlin Weekly Macro: The ECB faces the hardest interest rate challenge
The Jupiter Merlin team examine the challenges faced by the European Central Bank, and discuss how the market’s expectations of Federal Reserve policy have evolved.
Read time - 15 min.
13.09.2024
Merlin Weekly Macro: Should you be worried about German politics?
Merlin Weekly Macro: Should you be worried about German politics?
The Jupiter Merlin team discuss seismic election results in Germany, as parties on the extreme ends of left and right have big success in state elections.
Read time - 15 min.
06.09.2024
Merlin Weekly Macro: Can price controls ever work?
Merlin Weekly Macro: Can price controls ever work?
The Jupiter Merlin team discuss the trend towards more state intervention in pricing. Can price controls ever work, and what are the side effects?
Read time - 15 min.
30.08.2024
Merlin Weekly Macro: How clean can electricity become?
Merlin Weekly Macro: How clean can electricity become?
The Jupiter Merlin team look at the government’s infrastructure and clean energy plans, including carbon-zero electricity production, and where the challenges may be.
Read time - 10 min.
09.08.2024
Merlin Weekly Macro: Stock markets get the jitters
Merlin Weekly Macro: Stock markets get the jitters
The Jupiter Merlin team discuss the rapid movements in stock markets, in particular Japan, over the past several days. What does this mean for investors?
Read time - 10 min.
07.08.2024
Merlin Weekly Macro: A battle of wills on interest rates
Merlin Weekly Macro: A battle of wills on interest rates
The Jupiter Merlin team discuss the Bank of England’s decision to cut interest rates. How fast – and how far - might rates fall from here?
Read time - 9 min.
02.08.2024
Merlin Weekly Macro: Debt and deficits plague the West
Merlin Weekly Macro: Debt and deficits plague the West
The Jupiter Merlin team discuss the economic prospects of the world’s major economies. Can the highly indebted West grow enough to fund spending plans?
Read time - 18 min.
26.07.2024
Merlin Weekly Macro: Can the US constitution endure Trump?
Merlin Weekly Macro: Can the US constitution endure Trump?
The Jupiter Merlin team examine the state of US politics, as Trump survives an assassination attempt and Biden continues to come under pressure to withdraw.
Read time - 20 min.
19.07.2024
Merlin Weekly Macro: Is NATO really as united as it claims?
Merlin Weekly Macro: Is NATO really as united as it claims?
As NATO leaders met to discuss affairs one absent figure cast a shadow over the event. The Jupiter Merlin team ask what a Trump presidency would mean for NATO.
Read time - 21 min.
12.07.2024
Merlin Weekly Macro: Government requires effective challenge
Merlin Weekly Macro: Government requires effective challenge
In the wake of Labour’s election victory, the Jupiter Merlin team assess what went wrong for the Tories and ask whether they can form an effective opposition.
Read time - 20 min.
09.07.2024
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