Better the dollar you know?
The US dollar is creating real problems right now. Speculators are buying it up as US Treasuries (bonds) offer higher yields at lower prices than other forms of sovereign debt. US shares are also prov...
20 Sep 202347min
A zero growth economy – how bad would it get?
There’s a vain hope in investment circles, and amongst politicians, that we can still enjoy economic growth on the road to NetZero. There are those who believe that we can decouple our economic growth...
13 Sep 202342min
Should we all earn less?
Are we earning too much? Many of us are now spending less than we earn on day-to-day consumption items We’re putting our excess income into our future earnings, through our pension funds, who use a ch...
6 Sep 202342min
Trump’s Ring Around the Collar
If he managed to stay out of gaol and makes it to the White House, Donald Trump has proposed a flat 10% tariff on all goods coming into America. He’s called it the Ring Around the Collar of America – ...
30 Aug 202344min
How the finance sector is underestimating the risk on climate
Recently Steve was commissioned to write a report for Carbon Tracker, an independent think tank offering in-depth analysis of the impact of climate change and energy transition on the finance industry...
23 Aug 202344min
BRICs wouldn’t be silly enough to develop a gold-backed currency would they?
There has been lots of speculation about BRICs countries working to develop a new trading currency, to enable trade without the reliance on the US dollar. There’s also talk that maybe this new currenc...
16 Aug 202332min
Did we experience a Pandemic-style People’s QE?
QE was big news before the pandemic. Then, as governments issued bailouts to keep us at home, central banks went into overdrive, buying up the mushrooming bond issuance from government. In some ways, ...
9 Aug 202334min
Who wins from high house prices. Other than banks?
Phil and Steve return to the well-worn path of talking about house prices. Why? Because, despite the downturn during the pandemic, followed by sharp rises in interest rates by central banks around the...
2 Aug 202334min
