Are Monetary Conditions Really Tight?
While the dumb money waits for the next social media opportunity, the smart money is pushing stock prices higher on the back of better than expected earnings and renewed interest rate cut optimism.
While the dumb money waits for the next social media opportunity, the smart money is pushing stock prices higher on the back of better than expected earnings and renewed interest rate cut optimism.
EVs are not selling as well as hoped yet the UK government is punishing manufacturers, says Victor Hill
Currency fluctuations and inflation both emanate from monetary policy, says Victor Hill.
Increased defence spending will boost the sector but there are questions as to how it will be financed, says Victor Hill.
The USA and the UK will both hold elections this year – but only one of those has an uncertain outcome, says Victor Hill.
The Bank of England is losing credibility, says Victor Hill.
Does it have to take a former Chairman of the US Federal Reserve, Ben Bernanke, to tell us that the Governor and his colleagues have been unable to properly predict the ensuing economic shocks after Russia invaded Ukraine?
The US economy appears to be in very good shape, but that could be a thorn in the side of those reaping the benefits of interest rate cuts.
Covering the British countryside with solar arrays is environmentally destructive and bad economics, says Victor Hill.
There is no reason to suppose that Labour will turn the British economy around, says Victor Hill.