Merlin Weekly Macro: The election race is on
The UK goes to the polls on 4 July to elect a new government. Could economic data boost Tory chances? The Jupiter Merlin team assess the factors at play.
Merlin Weekly Macro: Sunak talks tough on defence
The Jupiter Merlin team discuss the UK’s commitment to increase defence spending to 2.5% of GDP, and what being on a ‘war footing’ might mean in practice.
Merlin Weekly Macro: US inflation moves stubbornly sideways
The Jupiter Merlin team assess the likelihood of the Federal Reserve cutting interest rates this year given that economic data continues to raise eyebrows.
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: The election race is on
Merlin Weekly Macro: The election race is on
The UK goes to the polls on 4 July to elect a new government. Could economic data boost Tory chances? The Jupiter Merlin team assess the factors at play.
Read time - 7 min.
24.05.2024
Merlin Weekly Macro: Sunak talks tough on defence
Merlin Weekly Macro: Sunak talks tough on defence
The Jupiter Merlin team discuss the UK’s commitment to increase defence spending to 2.5% of GDP, and what being on a ‘war footing’ might mean in practice.
Read time - 7 min.
03.05.2024
Merlin Weekly Macro: US inflation moves stubbornly sideways
Merlin Weekly Macro: US inflation moves stubbornly sideways
The Jupiter Merlin team assess the likelihood of the Federal Reserve cutting interest rates this year given that economic data continues to raise eyebrows.
Read time - 7 min.
12.04.2024
Merlin Weekly Macro: A threat to the rules-based order
Merlin Weekly Macro: A threat to the rules-based order
The Jupiter Merlin team assess the existential threats faced by Ukraine and Israel, and the challenges posed by nations who wilfully defy the rules-based order.
Read time - 16 min.
05.04.2024
Merlin Weekly Macro: Interpreting the Fed’s policy signals
Merlin Weekly Macro: Interpreting the Fed’s policy signals
The Jupiter Merlin team attempt to decipher the Federal Reserve’s recent comments, which reveal much about the quandary in which the US finds itself.
Read time - 12 min.
28.03.2024
Merlin Weekly Macro: The rehabilitation of The Iron Lady
Merlin Weekly Macro: The rehabilitation of The Iron Lady
The Jupiter Merlin team discuss the rehabilitation of Margaret Thatcher’s political reputation, and ask whether Rachel Reeves’s economic plans are realistic.
Read time - 12 min.
22.03.2024
Merlin Weekly Macro: Old challenges for any new government
Merlin Weekly Macro: Old challenges for any new government
The Jupiter Merlin team discuss how Starmer’s Labour might govern the UK differently, and ask whether they would have any more success at ‘getting things done’?
Read time - 12 min.
19.03.2024
Jupiter Merlin Weekly: Hunt’s budget pleases hardly anyone
Jupiter Merlin Weekly: Hunt’s budget pleases hardly anyone
The Jupiter Merlin team discuss the Chancellor’s election-year budget and unimaginative fiscal policy and what a Labour administration may mean for government finances.
Read time - 12 min.
12.03.2024
Merlin Weekly Macro: Politics must confront some difficult issues
Merlin Weekly Macro: Politics must confront some difficult issues
The Jupiter Merlin team discuss the tense backdrop for 2024 elections, as politicians must confront divisive issues that often deeply split their electorates.
Read time - 12 min.
01.03.2024
India: All eyes on Modi’s prospects amid growth optimism
India: All eyes on Modi’s prospects amid growth optimism
Avinash Vazirani and Colin Croft say investors will focus on the outcome of the upcoming national election and what that could mean for government policies amid growth optimism.
Read time - 7 min.
01.03.2024
Merlin Weekly Macro: The West’s diplomacy has failed Ukraine
Merlin Weekly Macro: The West’s diplomacy has failed Ukraine
The Jupiter Merlin team discuss the West’s latest efforts to box Russia in with a raft of new sanctions. Will these be any more effective than the last?
Read time - 12 min.
26.02.2024
Merlin Weekly Macro: 24 hours to forget for the Tories
Merlin Weekly Macro: 24 hours to forget for the Tories
The Jupiter Merlin team discuss another 24 hours to forget for the Tories, as heavy by-election defeats show the scale of the challenge in an election year.
Read time - 7 min.
16.02.2024
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