Hawks stepping up – Sound Economies with Mel & Peter, 18 June 2026
A hawkish US Federal Reserve is out to fight high inflation, which we see fueling greater volatility for the rest of 2026. We also look at disappointing consumption data in China, discuss expectations of faster gold accumulation by central banks,... Read More →
Hope springs eternal – says the Labour Party
Storms in the British market are changing winds both away and at home.
Next Week in China: 15-19 June 2026
The middle of June will bring another heavy week of China data releases. Markets in Hong Kong, Taiwan, and Mainland China will be closed on Friday, 19 June, for the Dragon Boat festival holiday.
Choices have been made – Sound Economies with Mel & Peter, 11 June 2026
The European Central Bank raised interest rates today – a move we do not agree with, as this will kill any remaining chance of a growth rebound for the region.
Next Week in China: 8-12 June 2026
The second week of June will see a pickup in the pace of major data releases for China markets.
Playing checkers with China stocks – Sound Economies with Mel & Peter, 4 June 2026
Chinese equities are becoming more attractive among global investors and family offices. At home, however, the state is cracking down on outbound equity investments. This episode, we also raise concern about Japan’s new debt for continued oil price subsidies and... Read More →
Germany’s labour pains
Some reforms concerning the German labour market could provide more security for employees while offering dynamism for firms, however, labour shortages are the real problem.
Next Week in China: 1-5 June 2026
The first week of June will remain relatively quiet in terms of major economic data releases for China markets.
Envisioning the world after war – Sound Economies with Mel & Peter, 28 May 2026
How will the global economy look like when the Russia-Ukraine and US-Iran conflicts are resolved? Let’s find out. This episode also looks at Chinese property developers investing into semiconductor firms to rescue valuations, Italy’s slow progress on reforms, and major... Read More →
UK Government prepares for the new financial year
The government has released its spending plan for the next financial year, however, more spending means more taxes – all while a leadership challenge is unfolding at Downing Street.