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Your guide to a disrupted world
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Lower demand from China for imported goods is easing inflationary pressure elsewhere
Choppy period in politics could add to business investment damage from Brexit and Covid
Strong dollar and the unwinding of quantitative easing are equivalent to 1 percentage point rate rise
The rush into the sector was predicated on the continuous availability of cheap capital
Central bank is trying to navigate the best of a set of difficult options
Rate rises and the contraction of the Fed’s balance sheet may still pull the rug from under the economy and markets
The culprit behind recent crypto tumult was not technology but a concept familiar to traditional finance — bad collateral
Wide-ranging, independent review of the RBA is unlikely to be the last globally as criticism mounts over handling of inflation
Bond-buying programme has made Bank of England and Treasury much more exposed to short-term interest rates
The business models of issuers will not survive unless they can pay or charge interest
If Russia cuts off gas supplies to Europe, Britain might not be immune to shortages amid rising competition for fuel
Portfolio shifts should not be based on short-term results as no strategy will make every quarter or year successful
Action to tackle inflation and protect workers should not be based on outdated economic thinking
If the economy and inflation weaken, the Fed is likely to pause and the US currency will reverse direction
Historically cheap pricing is not enough given the macro headwinds
Some schemes might have to sell riskier assets as part of trades to hedge liabilities
Member states should stop deferring deeply political issues around sovereign debt to the central bank
Blockchain technology can help provide the personalised portfolios that today’s investors prefer
Investors and policymakers should focus more on the greening of the grey industries
A different world looms from the one that has buoyed most portfolios in recent decades
There is nothing automatic about high inflation or tighter policy catalysing a deep recession
The damage from the sharp rise in prices has already been unleashed
Investor case for Chinese assets rises despite regulatory and geopolitical risks
Stronger nominal demand will mean stronger earnings and sustainably higher interest rates
Monetary and fiscal policymakers need to act to reduce risks for individual countries as rates rise
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