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Markets can largely expect policy continuity
By: Christian Scherrmann
Is there a real risk of stagflation?
Why a credible global climate policy must have carbon-emission reduction and higher carbon prices but also land and sea protection and restoration at its heart.
By: Ulrike Kastens
A green presidency for Christine Lagarde
By: David Bianco
Will price hikes be the next S&P EPS leap?: Beware nitrous engine damage
By: Francesco Curto, Michael Lewis, Murray Birt
The world's climate scientists and recent extreme weather have shown that even our current worst estimates of climate scenarios are proving too optimistic.
While some blame the European carbon-price mechanism for surging power prices, the answer is much more straightforward: cyclical fluctuations of natural-gas prices.
Fiscal fight intensifies and the Fed says it plans to stop buying U.S. debt
By: Stefan Kreuzkamp
Some markets have been correcting since September, as inflation could turn out higher and growth lower than hoped. But even then, the markets may have some scope to advance.
Recent movements in 10-year Treasury yields has caught the market by surprise.
Sector Strategy: Alpha from the middle
By: Martin Moryson
Much too much food is still being wasted globally. This is an unbearable situation for many reasons. Investors have plenty of incentives to address the problem.
How to think through both the long- and the short-term implications of Covid-19 for markets, the economy and forecasting: What we have learned so far.
What to make of Monday's market turmoil