The case for a pan-continental treasury
Gold miners offer best access
Pandemic throwing up more surprises
Total purchases rise to $6.9bn
The market response first, to the Covid-19 crisis, and second, to the huge stimulus packages announced to offset it, has been astonishing.
Is the worst really behind us?
Dissenting voice on QE raises questions
Fiscal stimulus and central bank intervention possibilities
State stimulus packages unpicked
Five things to know
With the UK facing the prospect of the sharpest drop in economic activity for more than 300 years, now seems a challenging time to be searching for growth.
What markets here can learn from the Land of the Rising Sun
While new coronavirus cases are plateauing, although not yet declining significantly, countries in Europe are beginning to judge the economic pain wreaked by Covid-19 containment measures to be worse than the infection itself and are shifting focus slowly...
Stimulus the end of 40 years of 'neo-liberalism'
Recession likely to last for 'at least a year'
"May you live in interesting times," goes the apocryphal Chinese saying. Whether this is a curse, or a blessing is open to interpretation, as all pithy statements are.
While coming within a whisker of calling the low for the S&P 500, it is fruitless attempting to call short-term market moves.
Three steps for markets to bounce back
US equity markets have had their worst quarter since 2008.
Following the unprecedented falls across all financial markets in recent weeks, the safest government bond markets have had to become cash vaults for fund allocators trying to raise the liquidity needed to plug the fast-growing holes left by the equity,...
Covid-19 and oil price plunge spook investors
The global spread of the coronavirus led to a simultaneous shock on both the supply and the demand side of the affected economies.
We cannot predict when markets will finally reach a bottom – they may already have – but we believe it is most likely to be once we hit a peak in the daily growth in new Covid-19 cases round the world.