Hertz goes bankrupt as non-essential consumer demand disappears
24th May 2020 by

The US Federal Reserve has now spent $7tn bailing out Wall Street. But it couldn’t save the 10...

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Debt, deflation, demographics and Brexit set to challenge London house prices
17th May 2020 by

London property websites haven’t used the word “reduced” for many years. But it...

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The bill for two decades of doomed stimulus measures is due
3rd May 2020 by

The Financial Times kindly made my letter on the risks now associated with central bank stimulus the...

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Financial markets enter their Convulsion phase
19th April 2020 by

Many companies and investors are still comparing today’s downturn to the 9-month hiccups seen afte...

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China’s property sector is at the epicentre of the crisis
29th March 2020 by

A branch of Centaline Property Agency in Hong Kong © Bloomberg Indebted Chinese property developers...

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“They may ring their bells now, before long they will be wringing their hands”
15th March 2020 by

The wisdom of Sir Robert Walpole, the UK’s first premier, seems the only possible response to ...

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Chain’s smartphone and auto sales tumble as coronavirus hits demand
8th March 2020 by

China is the world’s largest market for smartphones and autos – responsible for c30% of ...

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Contingency planning is essential in 2020 as “synchronised slowdown” continues
12th January 2020 by

The IMF has now confirmed that the world economy has moved into the synchronised slowdown that I for...

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Will stock markets see a Minsky Moment in 2020?
5th January 2020 by

Few investors now remember the days when price discovery was thought to be the key role of stock mar...

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Chart of the Decade – the Fed’s support for the S&P 500 will end with a debt crisis
22nd December 2019 by

Each year, there has been only one possible candidate for Chart of the Year.  Last year it was the ...

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