Equities, currencies and commodities: Peter Kinsella’s guide to what will go up and down in 2022
Equity markets will enjoy high single digit returns in both the US and the eurozone. Commodity markets will experience divergent trends, and inflation rates should decline from the second quarter onwards.
5th Jan, 2022 - 5 min read
This inflation surge looks to be temporary. Here are three reasons why
The headline inflation data is ambiguous, and a bit worrying. If it doesn't drop soon, the world's central banks could be forced to slow the economy down in order to control it. But a detailed look at the underlying data shows there are reasons for optimism.
2nd Dec, 2021 - 5 min read
Politics, power, and petrol: What’s going on with global energy prices?
OPEC has the ability to raise production levels of oil quite easily, but it seems that political pressure would have to increase massively before this happens. The bottom line is that consumers will have to get used to higher oil prices.
29th Oct, 2021 - 4 min read
Labour strikes, surging inflation, fuel poverty: Getting set for the UK’s winter of discontent
It is understandable why many commentators are likening the current period of crisis in the UK to the winter of discontent. However, when you dig into the data, today’s situation is much more nuanced.
18th Oct, 2021 - 5 min read
Institutional money will turbo-charge global property markets. What does that mean for Ireland?
Stung by low interest rates on bonds, institutional investors will rotate into higher-yielding property investments. For first time buyers, this isn’t good news.
17th Sep, 2021 - 5 min read
China’s capitalist crackdown: why the Chinese authorities are only just getting started
Having blocked a number of companies from going public and increased its oversight of tech giants, the Chinese government is now targeting private education. Next up will be gaming, pharma and property. What does this mean for the wider economy and your portfolio?
23rd Aug, 2021 - 5 min read
Commodity outlook: Why investors should get ready for a bumpier ride
When you peel back the data and look at specific asset classes, it is clear that the unrelenting commodity gains in the first part of the year are unlikely to be repeated in the second half.
4th Aug, 2021 - 5 min read
Hope and hype: central bank digital currencies are like the Arsenal football team – great in theory but limited in practice
The private sector is also more experienced when it comes to innovation – such as faster and more efficient payment systems, and value-added services. It is not entirely clear that this role is best served by a central bank.