Author: Alex Miller

Fed's Geopolitical Inflation Warning Signals Prolonged Global Pressure Recent commentary from a senior Federal Reserve official, reported by The Wall Street Journal, has shifted the market's focus squarely back to the persistent threat of inflation. Federal Reserve Governor Lisa Cook stated that the conflict in Iran and its resulting shock...

Wall Street's Iran warnings signal a potential stagflation risk for UK markets Recent analysis from Wall Street professionals, reported by Business Insider, suggests a growing concern that a prolonged conflict involving Iran could trigger a stagflationary shock for global markets. For UK investors and policymakers, this warning highlights a specific...

Decades of structural inflation: a new market reality Recent commentary from the chief executive of global infrastructure manager IFM Investors, reported by Bloomberg, suggests a profound shift in the long-term inflation outlook. The assertion that enormous spending on artificial intelligence and the global energy transition will create inflationary pressures for...

Geopolitical risk and the UK's inflation challenge Recent analysis from The Independent highlights the pervasive economic impact of heightened Middle Eastern tensions, particularly on global supply chains. While framed around a specific regional conflict, the underlying market signal is clear: a renewed surge in geopolitical risk premia is being priced...

Inflation's enduring threat to UK retirement security Recent commentary from US financial media, highlighting the acute stress inflation poses to retirees, underscores a persistent and critical challenge for the UK's defined contribution generation. While the source material from USA Today focuses on a US audience, the underlying theme resonates powerfully...