Jupiter Merlin Weekly: A public sector in need of reform
This Jupiter Merlin Weekly examines the state of the UK’s public sector. Is tax revenue used efficiently enough and are taxpayers getting value for money?
Notes from the Investment Floor: What’s driving India’s momentum?
Avinash Vazirani examines the momentum behind the equity market and, while warning that investors must keep their heads, explains why he’s bullish about India’s future.
Jupiter Merlin Weekly: Is The City backing Labour?
The Jupiter Merlin team look at the early moves in the 2024 UK general election race, as Labour’s economic credentials may encounter a dose of fiscal reality.
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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Jupiter Merlin Weekly: A public sector in need of reform
Jupiter Merlin Weekly: A public sector in need of reform
This Jupiter Merlin Weekly examines the state of the UK’s public sector. Is tax revenue used efficiently enough and are taxpayers getting value for money?
Read time - 7 min.
29.09.2023
Notes from the Investment Floor: What’s driving India’s momentum?
Notes from the Investment Floor: What’s driving India’s momentum?
Avinash Vazirani examines the momentum behind the equity market and, while warning that investors must keep their heads, explains why he’s bullish about India’s future.
Read time - 7 min.
22.09.2023
Jupiter Merlin Weekly: Is The City backing Labour?
Jupiter Merlin Weekly: Is The City backing Labour?
The Jupiter Merlin team look at the early moves in the 2024 UK general election race, as Labour’s economic credentials may encounter a dose of fiscal reality.
Read time - 12 min.
22.09.2023
What central banks are saying about gold
What central banks are saying about gold
Ned Naylor-Leyland says investors should pay attention to the views of central bankers on gold, especially since the yellow metal is nearing an inflection point.
Read time - 4 min.
19.09.2023
Jupiter Merlin Weekly: What to make of contradictory data?
Jupiter Merlin Weekly: What to make of contradictory data?
The Jupiter Merlin team discuss seemingly contradictory economic data as central banks are finding that the path to containing inflation is strewn with … difficulties.
Read time - 7 min.
15.09.2023
Jupiter Merlin Weekly: Central bankers go fishing
Jupiter Merlin Weekly: Central bankers go fishing
The Jupiter Merlin team take a look at the latest Jackson Hole symposium, where the world’s leading central bankers met to discuss policy.
Read time - 12 min.
08.09.2023
Jupiter Merlin Weekly: Gilt yields and a deeper malaise
Jupiter Merlin Weekly: Gilt yields and a deeper malaise
The Jupiter Merlin team consider the rich yields available in the gilt market and why improving an ailing NHS should be made a national priority.
Read time - 12 min.
18.08.2023
Jupiter Merlin Weekly: Biden turns the screw on China
Jupiter Merlin Weekly: Biden turns the screw on China
The Jupiter Merlin team discuss the state of China’s economy. China’s confidence abroad contrasts with its struggles at home, as growth falters and deflation arrives.
Read time - 12 min.
11.08.2023
Jupiter Merlin Weekly: They have one job. Just one job…
Jupiter Merlin Weekly: They have one job. Just one job…
This Jupiter Merlin Weekly discusses the forthcoming review from Ben Bernanke of the Bank of England’s forecasting processes. How will Bernanke grade the Bank’s homework?
Read time - 17 min.
04.08.2023
Jupiter Merlin Weekly: NatWest/Farage -- investment risk, moral hazard
Jupiter Merlin Weekly: NatWest/Farage -- investment risk, moral hazard
The Jupiter Merlin team analyses the compatibility of capitalism and corporate “socialism.”
Read time - 15 min.
28.07.2023
Jupiter Merlin Weekly: Inflation data – pick your poison
Jupiter Merlin Weekly: Inflation data – pick your poison
This Jupiter Merlin Weekly highlights the disparity between different ways of measuring inflation, while asking what happens to offshore wind when the wind doesn’t blow?
Read time - 15 min.
24.07.2023
Jupiter Merlin Weekly: A ‘revolution by coercion’?
Jupiter Merlin Weekly: A ‘revolution by coercion’?
This Jupiter Merlin Weekly discusses how different countries are grappling with the path to net zero and what the political and economic costs of the journey might be.
Read time - 10 min.
14.07.2023
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