Video

Macrobites

Doing it for the kids

When you’ve already had one great idea, it can be daunting trying to find another that tops it, like our mannequin challenge last year! But the team has pitched together to bring you our very own investments interpretation of the 12 Days of Christmas to raise money for our charity, Children with Cancer UK (CwCUK).  If you can't wait to donate, visit our Justgiving page.  

Read more

Economics

Trump's gamble with the US economy (video)

While guest hosting on CNBC I discussed the consequences of the potential US fiscal stimulus for inflation, interest rates and risk assets.

Read more

Economics

Why is US wage inflation still subdued?

US wage inflation remains subdued. Many believe this is due to workers' fears about automation and offshoring. Yet US consumers believe jobs are 'easy to get' and companies struggle to find labour. This contrasts with Germany in 2004 when the EU expanded eastwards. So second-round effects from low oil prices and ageing demographics appear more plausible explanations.

 

Read more

Strategy

Cloud gazing

All seems well with markets, but there are always clouds on the horizon. With price inflation remaining contained, one risk we think deserves more airtime is how a corporate margin squeeze could cause the next downturn. The next US Federal Reserve chair is also a mystery that could rock markets and President Trump’s objectives will be central to what candidates have to promise if they’re to get the big job.

Read more

Economics

Keeping an eye on lithium battery prices

Recently on CNBC, I discussed technological disruption in the auto industry from car sharing, autonomy and electric vehicles. I argued that batteries were likely to be similar to microchips – falling 20% in price every year – and could therefore disrupt the internal combustion engine.

Read more

Economics

The Fed, inflation and fiscal policy (video)

While guest hosting on CNBC I discussed the US inflation outlook and Fed reaction to potential US fiscal stimulus.

Read more

Economics

US shale oil and the consumer (video)

During my guest hosting on CNBC, the conversation veered onto the outlook for oil prices, a perennial struggle for economists. Fortunately, the discussion flowed back towards what this means for the US consumer.

Read more

All posts: 25

Page No: 1

NoOfPages: 4

All posts: /tags/video/?page=2