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House report Q4 2020
A delicate balancing act
In this quarter's edition of the House Report, we ask how, in the midst of the worst economic downturn in living memory, is it possible that the majority of global asset prices are higher than they were before the virus emerged last December.
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Six minute strategy: Known unknowns
So great has been the monetary stimulus since the Great Financial Crisis almost 15 years ago, that many asset markets are largely untested in today's world of tighter money. We are faced with three principle known unknowns. Firstly, how will consumers react? Secondly, how will markets react to...
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The week in markets - 29 June 2022
Welcome to the weekly macroeconomic round-up, where we spotlight a few of the most significant events in the last few weeks. UK inflation continues to climb but fails to surprise UK CPI rose again in May to 9.1% year-on-year, an increase of 0.1% from the previous month. Whilst...
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The week in markets - 22 June 2022
Welcome to the weekly macroeconomic round-up, where we spotlight a few of the most significant events in the last few weeks. Fed raises rates by 0.75% to combat surging inflation The US Federal Reserve (Fed) responded to May’s higher-than-expected inflation figures with a 0.75% rise in interest rates,...
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All change in an irresponsible world
“It is not the strongest of the species that survives, not the most intelligent that survives. It is the one that is the most adaptable to change” Charles Darwin. Bear with me. This essay discusses biofuels, but its underlying message is about the perils of failing to...
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