Analysis

Europe | analysis 11 Nov 16

Winter is coming, but instead of flying south, the flock of black swans that has pecked away at 30 years of globalisation this year is heading east toward Europe.

Macro Views | analysis 10 Nov 16

Ever get the feeling you’ve been cheated? As I write, the masses are rebelling against a momentous decision that has thrown the free world off its axis… and that’s just the changing shape of the Toblerone.

Investment | analysis 9 Nov 16

Bond investors are strapped in for an explosive month ahead as more questions were raised over the next Fed rate rise, following today’s US election result.

Investment | analysis 8 Nov 16

Election day in America has finally arrived and the world is busy digesting the outcome, but if you are going to miss dawn-to-dusk political coverage do not despair, there are plenty more twists and turns to come.

Investment | analysis 7 Nov 16

There is an aspirational timbre to the slogan “Make America great again” that belies its dog-whistle like nature.