Economics & Markets

Journal of the Plague Years XVIII – AstraZeneca and the Unloved Vaccine

It was developed in record time and made available at cost price. It is easy to transport and store. It…

Markets are priced for perfection – you need to keep an eye on politics

The big decisions that will influence markets will come out the political arena, and it’s all going to happen in…

Charge Point Frenzy: the EV transition

It may be that those who facilitate the EV revolution will prosper more than those who manufacture EVs, writes Victor…

Demographic dislocation: should we be worried?

In the wake of the coronavirus pandemic, birth rates are plummeting. This may be more than just a temporary response…

SPACs, NFTs and the ‘casino’ economy

Mark Watson-Mitchell is concerned that investors may be exhibiting irrational exuberance when it comes to certain areas of the market.

How to handle a dragon: China’s threat to the West

China is becoming more assertive, even aggressive. But can we realistically rein in China’s excesses without risk, asks Victor Hill?

Journal of the Plague Years XVII: The Brexit Pandemic

A flailing European leadership is behaving irrationally on vaccines. And the de-coupling of the UK from the EU will now…

Decarbonisation rules (but it doesn’t come cheap)

A carbon neutral future is attainable and will eventually improve living standards. But it will be costly to achieve, writes…

The Wolf of inflation prowls menacingly beyond the city gates

Inflation is a beast which can sleep for decades and then revive - and then kill or maim the weak…

An investment strategy for (a lack of) inflation?

Inflation expectations are on the rise, but what happens if those expectations fail to materialise?