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Review of the week: Cheques and balances
Last Updated: September 30, 2025
The average American family has received $11,400 of government cheques since the pandemic began. That’s a big windfall for people and a difficult economic puzzle for the US Federal Reserve to decipher.
Springing yields
Last Updated: September 30, 2025
Bond yields and a new season’s flowers both sprung up last month, heralding an end to the dark days of lockdown winter. Chief investment officer Julian Chillingworth ponders the big question on investors’ minds – does this also foreshadow a prolonged period of higher inflation?
Review of the week: Calm in the eye of the storm
Last Updated: September 30, 2025
As the fight against COVID-19 continues, economies are beginning to reopen. Are we about to experience a typhoon of activity to mirror the huge slumps of 2020?
Review of the week: The delicate web of trade
Last Updated: September 30, 2025
The strands of trade connecting markets are as important to our living standards as they are fragile. A stranded ship in the Suez highlights both points at once.
Review of the week: Resurrection
Last Updated: September 30, 2025
The US economy is rocketing towards recovery, with jobs, confidence and output soaring amid a strong vaccination drive and stimulus. Next on the list, investment in clean energy.
Review of the week: A chill wind blows
Last Updated: September 30, 2025
A week of Fed watching cooled the recent rise in US Treasury yields, sending the dollar and sterling lower. Then British flags followed suit.
Who's afraid of bond vigilantes?
Last Updated: September 30, 2025
Benchmark US government bond yields have been rising in anticipation of the end of lockdown unleashing a tsunami of pent-up consumer demand, powered by a fresh $1.9 trillion stimulus package. Concerns that this will lead to a persistent rise in inflation brought the ‘bond vigilantes’ out in force, pushing 10-year Treasury yields above 1.60% for the first time since December 2019.
Review of the week: Fun, in a coat
Last Updated: September 30, 2025
The air is cold but the company is warm. England wraps up for the reopening of pubs and restaurants.
Review of the week: Earning favour
Last Updated: September 30, 2025
Company profits are bouncing back fast in 2021, but we are not out of the COVID cavern yet. If the virus remains unchecked in South America and Asia, it may weigh on global growth.
Scotsman Annual Investment Conference 2021 David Coombs
Last Updated: September 30, 2025
Scotsman Annual Investment Conference 2021 David Coombs
Review of the week: Getting there
Last Updated: September 30, 2025
An economic upswing is in force in the US and UK, even Europe is getting its act together. A full-blown boom may be on the cards for the rest of 2021, but that doesn’t necessarily mean smooth sailing for stock markets.
Review of the week: Power of positivity
Last Updated: September 30, 2025
Be the change you want to see in the market. When it comes to economics, sentiment is a heavy influence. That bodes well for the rest of the year.