Recent days have seen major components of inflation – energy, grain and freight prices – fall back to the levels seen before Russia’s invasion of Ukraine. Yet market observers offer no guarantees that this will last.
Companies that got comfortable with large amounts of debt are having to adjust to tighter credit and rising interest rates. This investigation reveals the Irish companies that have the highest exposure, and the one thing they all have in common.
Through Electric Ireland, the ESB is firing out huge electricity bills to households. Yet in the first half of the year, it made €390m. How does the ESB make money, and how does it justify rising bills?
Smurfit Kappa shares popped six per cent today as it unveiled its 2022 first-half results. It's a business that finds itself fairly well-suited to times of inflation.
Property development flourishes when there's a big gap between risk-free returns and property yields. Risk free returns are shooting up. How bad is this for developers?
Last summer, Irish exporters thought they were on the tail end of supply chain challenges. A year on, not much has changed and they're still navigating freight delays and shipping headaches – with inflation added on.
Some of those criticising the Croí Cónaithe scheme have been consistent in their suspicion developers are making large profits from building homes. The problem with this theory is that there is effectively no evidence for it.
Although inflation data and commodity markets point to less severe price hikes than initially feared, central banks are now on a tightening trajectory and equity markets are predicting a textbook recession.
The fall in money value, the destruction of purchasing power or the rise in prices – choose your description – is fundamentally a monetary phenomenon. To understand it, listen to Charlie Munger.
Where will the price spiral leave Ireland, Europe and the US? Also last week, we teased out the issues at An Bord Pleanála, followed the examinerships of Natterjack and Premier Periclase, and interviewed Revenue chairman Niall Cody.
© 2025 Currency Media Limited
