Coronavirus will hit Apple revenues this year. The company’s share price fell in response to Tuesday’s warning before recovering yesterday. The bigger issue for many companies in 2020, including Apple,…
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Technology is a cause of climate change. Record IT investment has underpinned the longest economic expansion since records began in 1854. And as data from the EIA shows, this has…
The current US-China trade war is just a warm-up act for a much bigger geopolitical fight looming in years to come. Climate change will pit nations against nations, developed countries…
The Athens Stock Exchange is the best performing stock market year-to-date (+45.7%). The FTSE ATHEX real estate index has risen 62.7% so far in 2019. Banks have performed even better,…
The survey data suggests China is struggling: the NBS PMIs were poor for October across manufacturing and non-manufacturing. It is easy to see that a combination of trade fights and…
Energy has been the worst performing sector for the stock market so far this month, with a drop of 10.45%. The shale oil industry has managed to cut costs since…
Climate change and the ramifications for financial markets are being given greater consideration by policymakers. A carbon tax is now openly discussed, as political leaders come under pressure to take…
The economy has turned a corner. Passenger car sales in China rebounded 8.2% m/m in March. The y/y decline of 6.9% was the smallest since last August. Property prices also extended an…
Modern monetary theory (MMT) has been a hot topic in recent months. Central banks across the industrialised world have struggled to hit inflation targets. If Governments could just print money…
More positive Chinese PMI data lifted equities on Monday. Treasuries sold off too, following the latest US manufacturing ISM report. For sure, there are still significant concerns regarding the state…
