economics

Latest news and analysis on economics

Equities

What does financial repression mean for the equity market outlook?

US inflation is rising, and pressure is on to cut rates. It looks like we are moving back to a world of financial repression in the US.
Isaac Poole
Ascalon Capital
Education

Media worth consuming – July 2025

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Education

Media worth consuming – June 2025

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Education

Media worth consuming – May 2025

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Education

Media worth consuming – April 2025

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Macro

Three scenarios to manage market turmoil

The range of scenarios is broad but can be grouped into rollbacks, reordering or retaliation to help manage investment risk.
Isaac Poole
Ascalon Capital
Education

Media worth consuming – March 2025

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Education

Media worth consuming – February 2025

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Education

Media worth consuming – January 2025

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Education

Media worth consuming – December 2024

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
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