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December 2021

Inflation: Just how High Could it Go?
As the world’s economies recover from the pandemic, there seems to be one spectre that is haunting them all: the threat of inflation. In China, factory gate prices are at their highest level for 26 years. Early in November, it was reported that US inflation had risen to 6.2%, rising at its fastest rate for…

What does the New Government mean for Germany and Europe?
Angela Merkel became German Chancellor in November 2005. Sixteen years later Germany went to the polls with Merkel – having already stepped down as leader of the Christian Democrats (CDU) – making it known that she would not be seeking a fifth term as Chancellor, and the de facto most prominent politician in Europe. Opinion…

December Market Commentary
Introduction November was a month when supplies of both oil and gas – or the lack of them – dominated the news. You will read several comments below about the threat of inflation. In many countries, it is reaching levels not seen for two or three decades, and the escalating price of oil and gas…
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