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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: The central bankers dilemma
The US Federal Reserve received an unwelcomed new year’s present last night with a US CPI reading of 7% - an inflation rate that we haven’t seen since the early 1980s. At just 1.4% a year ago, this is an extraordinary explosion of pricing pressure, which firmly moves...
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Will fortune favour the cautious?
2021 was a year of unexpectedly strong recoveries. The IMF, for example, in its October 2020 outlook, pencilled in US GDP growth of 3.1% for 2021 – by last quarter that had almost doubled to a red hot 6% (with similar upgrades across much of the developed world)....
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The week in markets - 12 January 2022
Welcome to the first weekly macroeconomic round-up of the new year, where we spotlight a few of the most significant events in the last few weeks. The latest (December 2021) minutes from the Federal Open Markets Committee emphasise the need for imminent policy tightening, including tapering to reverse...
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Stop paying bank CEOs to ruin the planet
The penny still has not dropped. Our current pay structures – even with tweaks for climate factors – are rewarding climate harm and this needs to stop. As long as this is true, no amount of cajoling, grand ambitions, or Task Forces on Climate-Related Financial Disclosures will get...
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