View from the Markets: Expand...
Well, it must not be a bubble then. The dramatic fall in software companies’ share prices over the last few…
20/02/26
Macroeconomics
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Article
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Article
Here come the bots
Jobs and business models are at risk from artificial intelligence disruption. That is spooking markets as it is difficult to…
13/02/26
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Article
Pick your poison: Geopolitics or...
If it’s not geopolitical shocks roiling markets it is artificial intelligence, either because AI is a bubble, or because it…
06/02/26
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Article
A week for the central...
To start the year, the ECB and Bank of England are expected to follow the US Federal Reserve’s lead and…
04/02/26
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Article
Fed rates on hold; gold...
The Federal Reserve left its benchmark interest rate unchanged for the first time since July, at a range of 3.5%…
02/02/26
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Article
Politics, currencies and relative value
The US dollar is lower against most currencies so far this year. Some extreme commentary has dubbed it the ‘debasement’…
30/01/26