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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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Good COP/ Bad COP
Why politicians face unpopularity on climate change The ‘good cop/bad cop’ tactic is a psychological ploy used in negotiation and interrogation: one interrogator adopts a nice character, offering friendship and positive incentives for cooperation, while another takes a nastier, hard-line approach, coercing the subject. The 26th ‘conference of...
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Six Minute Strategy - How bad is the inflation shock?
This week, Guy Monson focuses on an issue that we have been asked a lot about in client meetings over the last few weeks, and that is the question surrounding how long and how intense the current inflationary shock will be, and what it means for markets and...
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The week in markets - 12 October 2021
Welcome to your weekly macroeconomic round-up, where we spotlight a few of the most significant events in the last week. Rising gas prices fuel growing concerns over inflation in Europe and the UK UK and European gas prices rose sharply on Wednesday, but settled down during afternoon trading...
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Post-pandemic policy: A high-wire act?
The US economy is back on its feet just 15 months after COVID struck. Vast fiscal and monetary stimulus turned the deepest recession on record to the shortest. While the aftershocks from COVID-19’s economic dislocation are still reverberating across global supply chains and labour markets, there is a...
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