Year: changing interest rates and the limits to profit
Japan’s trade figures on 21 October illustrated a central theme of the year: a larger monetary total does not establish more goods sold or more profit earned. Over twelve…
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Annual Market Reviews
Twelve months of major market events and interest-rate changes, followed by the current assessment and developments to watch.
Showing 1–9 of 19 publications
Year: changing interest rates and technology risk
Chinese growth and Canadian inflation figures published on 19 October showed why one indicator cannot describe an entire economy. Over the year, rate cuts gave way to increases, while…
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Year: changing rates, trade and technology profits
On 14–15 October, faster US inflation and growing chipmaker profits recalled the year’s main contrast: costs and revenue rise unevenly. Over the trailing year, interest-rate cuts gave way to…
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Year: the rate turn and limits to technology profits
Beth Hammack’s 12 October argument recalls why rate cuts gave way to pauses and rises over the year: energy was not the only source of inflation. Trade decisions, war…
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Year: the rate turn, energy and sustainable profits
Over the trailing year, central-bank rate cuts gave way to pauses and increases. Changing trade rules and war fed into delivery and fuel costs, while technology investment widened the…
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Year: the rate turn, energy and investment costs
Over the trailing year, central-bank cuts gave way to pauses and renewed rises. Changing trade rules and energy disruptions fed into company costs, while technology investment widened the distinction…
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Year: from rate cuts to renewed price pressures
Over the trailing year, rate cuts gave way to renewed price and energy pressures. Trade restrictions, supply disruptions and technology investment affected company revenues and borrowing differently. The September…
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Year: energy and interest rates test company profits
Over the trailing year, a phase of rate cuts gave way to renewed inflation and energy pressures. Trade decisions, supply disruptions and technology investment affected company revenues and costs…
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Year: energy and interest rates test company profits
Over the trailing year, a phase of rate cuts gave way to renewed inflation and energy pressures. Trade decisions, supply disruptions and large technology investments affected companies differently. At…
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