Repeat of positive market outcome from former president’s first term is certainly possible
Central bank should use the summer to address issues key to America’s economic wellbeing and global financial stability
How investors should adjust the traditional 60/40 investment split
A serious reset led by the next government is vital for an industry that delivers this human necessity
The misallocation of capital in the economy will fuel inflation
How a Biden or Trump second term as president could affect the currency
The evidence for the effects of so-called reverse hysteresis are mounting
Better-case scenario is that sales start to stabilise near the end of the year
EU and French elections have revived the narrative of a fractured Europe
Public and private markets are seeing big changes that provide new options for investors
The financial industry needs to think of resilience as much as efficiency when putting real-world assets on to blockchains
Delay by US central bank in easing monetary policy could jeopardise soft economic landing
China’s reliance on exports is set to fan the flames of protectionism elsewhere
Macroeconomic policies in many countries have undergone significant improvements
Advances in technology mean institutions can and should gain a fuller picture of where cash flow problems might lie
More reforms are needed if the euro is to maintain and strengthen its role amid geopolitical shifts
The risks of holding Treasuries are rising with increasing deficits
The US central bank increasingly needs an understanding of meteorology to see where the economy is headed
Rising margins underpin valuations despite worries that the market is expensive
After the election British policymakers urgently need to jump-start the City’s capital-raising engine
Strategy for transmission networks needs a rethink to avoid rising costs
Monetary policy in advanced countries is diverging in a manner that was thought highly unlikely just a few months ago
Policy mistakes and economic vulnerabilities could disrupt markets.
The ECB and BoE should not wait too long before easing their policy stance
Losses have been brutal in US but strong gains have been made internationally since depths of Covid pandemic
International Edition
