Sunday, January 29, 2023

Forbes.com: No Recession In 2023, New Research Shows

 By SIMON CONSTABLE

Phew!

At last some analysts are seeing what I’ve seen for months now: A slowing economy but few signs of an imminent recession.

The economy will slow in 2023 but will not likely lead to a recession, new research from scholars at the University of Missouri and Indiana University shows. Read more here.

Bowery men waiting fin bread line, (New York City)
via Wikimedia Commons



Forbes.com: Biden And Sunak - The Energy Policy Odd Couple

By SIMON CONSTABLE

Talk about the odd couple.

On the face of it, Britain's prime minister Rishi Sunak and U.S. president would seem to have little in common. The former is a right-of-center politician with an eye on free markets, while the latter is a left-of-center leader.

Yet, recent news shows they have at least one thing in common. They are both presiding over their national energy policies, which are without doubt self-contradictory and inconsistent. Read more here.

Office of the President of the United States, 
Public domain, via Wikimedia Commons

Wednesday, January 11, 2023

CityWire: Oil and ESG Face Off

By SIMON CONSTABLE

Last year, ESG investing was the future. Then the energy crisis hit. Read more here.

Photo by Feri & Tasos on Unsplash

CityWire: How surging oil prices affect fixed income

By SIMON CONSTABLE

Bond markets have radically shifted, and this change is rooted in several factors. One is the evolving nature of the energy industry in the past decade; another, the recent surge in inflation.

Tom Martin, senior portfolio manager at Globalt Investments, explains: ‘Junk today is not the same as junk ten years ago.' Read more here.

Photo by Zbynek Burival on Unsplash

Monday, January 9, 2023