Articles about
Global economy

“Invest for the long haul. Don’t get too greedy and don’t get too scared.” – Shelby M.C. Davis

The way in which financial markets respond to US rate expectations is important

Inflation – it’s time to pay attention

Cyril Ramaphosa’s ANC needs to save South Africa from economic déjà vu

“If you owe your bank a hundred pounds, you have a problem. But if you owe a million, it has.” – Economist John Maynard Keynes

Life in the time of coronavirus

Inverted yield curves, negative bond yields, liquidity everywhere and not a drop to drink

Tighter financial conditions are the greatest near-term threat to global growth

How worried should investors be?

Pause and reflect.

“The trouble is, you think you have time.” – Gautama Buddha

“May you live in interesting times” – Chinese curse

Feeling in the dark? Shining a light on uncertainty

2018 in review

Shifting growth dynamics and inflation uncertainty

Passing breeze or real winds of change?


The trade war between the US and China is not ending anytime soon, notwithstanding the efforts of presidents Trump and Xi to make nice on the sidelines of the Osaka G20 Summit.

“We demand rigidly defined areas of doubt and uncertainty!” – Douglas Adams, The Hitchhiker’s Guide to the Galaxy

Post-pandemic recovery in the balance of vaccines and a return of confidence

“Battles are never the end of the war” – former US President James Garfield

Restoring confidence is key to growth recovery

World economy balancing on regional tensions and precarious geopolitical alliances