Latest News

The yield curve might be wrong

And we better hope so

logo.png  By NB  Mar 22, 2022

Putin’s actions make no sense. That is his strength

Is Vladimir Putin mad? Russia’s president has launched a costly and unprovoked war, shocked his own citizens, galvanised Nato, triggered damaging but predictable economic reprisals and threatened a nuclear war that could end civilisation. One has to doubt

logo.png  By NB  Mar 11, 2022

Russia’s war on Ukraine threatens a global food security crisis

Our tractors should be ploughing fields and feeding the world, not towing enemy tanks

logo.png  By NB  Mar 9, 2022

When global market bets went wrong

International diversification did not work for US investors

logo.png  By NB  Mar 8, 2022