Commodity markets are indicating that global inflation will continue to fall in the coming six months
Prices of cyclical commodities such as copper, iron ore and lumber and agricultural produce, notably wheat, soybeans, corn and rice, have tumbled from their … Read the rest
The Law of Unintended Consequences impact on London house prices
The economic consequence of the Ukraine war may well have a greater impact on the London residential property market than sanctions against the Oligarchs.
The crisis has brought in its wake higher inflation and bond yields that will inevitably raise … Read the rest
War, commodities, inflation, bonds and equities
Earlier this year I reported that a minority of economists contended that global market participants had exaggerated fears about accelerating inflation and higher interest rates.
In the short run the war proved them wrong. Inflation, especially energy prices have soared. … Read the rest
UK residential property market takes agents and analysts by surprise
Regional cities and the country outperform London by a wide margin. Outer London areas stronger than prime central London and City
Real estate participants are uncertain about the course of the UK and global stock markets and the impact … Read the rest