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How memory can distort markets
Summing up an entire economy with a single number is as hard as it sounds
The energy price storm will affect Asia even more than Europe, but China has other options
Volatile markets are showing the cracks in the government’s fiscal strategy
Even modest support for rising energy bills could trigger a gilt market backlashÂ
Economic narratives can be captivating – but that doesn’t always mean they’re right
A backdrop of sour sentiment can turn small shocks into bigger economic problems
Traders were expecting spring rate cuts, but now rising inflation concerns are unsettling markets
Economist Adam Smith’s warning in Wealth of Nations still feels prescient today
What a rising oil price means for portfolios this year