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How demographics shape returns

Fewer people creates a ‘Japanisation’ problem

Market Outlook: No Chinese inflation

In December

Market Outlook: Swiss inflation slips

Off 0.3 per cent over Christmas

Market Outlook: Yesterday factory orders

Today Germany’s hit to industrial production

Market Outlook: German factory orders drop

Fall 4.3 per cent annualised

Market Outlook: Nationwide house price slump

Biggest monthly drop in years

Setting out my stall for 2019

Plus last year’s hits and misses

Market Outlook: Apple disappoints

Shares fall 7 per cent after hours

Market Outlook: Belated reaction

To Monday’s data

Trump’s half-term report

Could do better