US central bank should orientate monetary policy towards maximising productivity
Investors today might be too complacent about the risks to earnings from slower growth and higher inflation
With most traditional valuation indicators now flashing amber, investors should be vigilant
There is potential for further and significant reappraisal of the region’s companies
America has quietly become one of the world’s most shock‑resistant economies
A regulatory framework must be established for tokens issued both inside and outside the bloc
There are lessons for central banks from past episodes of high inflation combined with weak growth
While not without costs, such a move solves some deep economic problems
Britain should look to the likes of Singapore and Abu Dhabi, which understand the importance of smart, fast regulation
While the political difficulties are real, the economic challenges are far from insurmountable
Financial markets will be closer in the future to a singe from inflation than a freeze in growth and prices
Businesses thrive on certainty and the government is setting out clear frameworks for growth
More planning required to reduce disruption and mitigate volatility if hostilities break out
Delays in dealing with fiscal pressures risk further damage to household consumption, corporate investment and overall growth
Industry transformation under way to broaden access to the asset class to mainstream of wealth portfolios
Ramifications include lower growth potential, tighter labour markets and heightened inflationary pressures
The region risks marginalisation in the emerging new digital financial ecosystem
There are multiple vulnerabilities and faultlines that could be ruthlessly unpicked
Political choices should be debated democratically, not hidden in technocratic agendas of ‘financing gaps’
America must rebuild the infrastructure that underpins markets and thus supply chains
April’s drawdown may have felt like déjà vu, but V-shaped reversals are not coming thick and fast
Sale of Monte dei Paschi di Siena shares shows European governments are keen to retain control of key assets
Conflict could be the catalyst for higher prices in the coming years as global production peaks and demand stays strong
Appreciation would suit Beijing’s global ambitions for the currency
The region is very different from Silicon Valley but there is a growing ecosystem of durable companies
