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: 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.
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: Europe disunited by political crises
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.
Read time - 12 min.
08.12.2023
Merlin Weekly Macro: Hunt’s electioneering Autumn Statement
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?
Read time - 12 min.
24.11.2023
Jupiter Merlin Weekly: Monetary policy - Playing ‘guess the interest rate’
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.
Read time - 12 min.
10.11.2023
US politics: Public will pick the least-worst Presidential candidate
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.
Read time - 12 min.
03.11.2023
Jupiter Merlin Weekly: EU/eurozone - An economic Frankenstein’s monster?
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’.
Read time - 12 min.
27.10.2023
Jupiter Merlin Weekly: Geopolitics - Must the US choose between Israel and Ukraine?
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.
Read time - 7 min.
13.10.2023
Jupiter Merlin Weekly: Macro - The US has a big debt problem
Jupiter Merlin Weekly: Macro - The US has a big debt problem
This Merlin Weekly Macro looks at government debt problems in the US, as Biden’s administration continues to “Go real big” on both spending and borrowing.
Read time - 7 min.
06.10.2023
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
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