The markets are buckling up for a long-run spike in inflationary pressures. In the US, bond vigilantes have seized control of policy from the White House and the Fed.
Fiscal policies and inflation have changed the way investors consider long-term government debt. Who wins?
The eurozone will expand its fiscal stance at precisely the same time as the US is engaging in a fiscal contraction. This is one of a number of reasons why we should expect a much stronger EUR/USD exchange rate.
Dublin investment house Elkstone is encouraging clients to move money overseas to take advantage of higher deposit rates but Bank of Ireland, PTSB, and AIB insist domestic rates remain competitive.
We are seeing a widening dispersion in inflation outcomes between the major economies. It means we are now more likely to see an out-of-step rate-cutting cycle from the major central banks, which has significant consequences for most asset classes.
At first sight, gold may look overvalued after recent price hikes. When you consider the trajectory of interest rates and mounting geopolitical risks, however, it could just be the start.
Housing demand has shifted over the past decade, and yet a large premium still exists for Dublin homes. Remote working may have changed the equilibrium but it won’t make our city housing deficit disappear.
Irish PLCs are revealing what their businesses looks like in a year when no new virus, variant or war raised its head to disrupt them. It would be very rosy were it not for the stubbornly high interest rates.
In late 2020, investors correctly forecast that Bank of Ireland would make lots of money in the following years. This Monday, it announced that growth in profits is slowing.
If you wanted to sell your business last year, you had to lower the price you were willing to accept. Here's the specifics of why company valuations fell.
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