Peter Kinsella

Peter Kinsella

Fed rapidly losing its street cred

Fed rapidly losing its street cred

The US is feeling the pinch of the escalating trade war with China, but constant rate cuts won’t serve the greater economy

Central banks must think outside the box to be ready for the next crisis

Central banks must think outside the box to be ready for the next crisis

With a recession in the US inside the next 12 months a live possibility, attention is turning to what central banks might do if it happens

What happens when climate change affects food supply?

What happens when climate change affects food supply?

In the future, the world may have to produce a lot more food with a lot less arable land

There’s something new in the air

There’s something new in the air

Renewable energy - in particular wind - offers increasingly impressive investment potential

Adopt the defensive crouch for global equity

Adopt the defensive crouch for global equity

Global bond and equity markets are performing in markedly different manners. What does this great dichotomy mean for investors?

The positives of negative deposit rates

The positives of negative deposit rates

The ECB charges 0.4 per cent on deposits to stimulate bank lending to individuals and SMEs. But the policy is being re-examined

The strong case for a German fiscal stimulus

The strong case for a German fiscal stimulus

There is a compelling case for a targeted and intelligent German fiscal stimulus and, unlike many advanced economies, Germany has the resources to do it

Bad timing for EU as Trump comes calling

Bad timing for EU as Trump comes calling

The US-China trade deal is an ominous development for the eurozone and for Irish exporters

Puny German bond yields are fortunate for Irish taxpayers

Puny German bond yields are fortunate for Irish taxpayers

The news isn’t all good, as the eurozone banking system and pension pots will suffer as a result of the ‘bund’ nosedive

A real curveball: why the US Fed’s policy pivot matters

A real curveball: why the US Fed’s policy pivot matters

The recent inversion of the American yield curve tells us that investors are spooked about slowing growth

Are we now looking at the end of the Atlantic economy?

Are we now looking at the end of the Atlantic economy?

Italy’s move to embrace China’s Belt and Road initiative is another sign that the old global economic order is changing rapidly

Time to look on the supply side of life

Time to look on the supply side of life

The US Federal Reserve is re-evaluating inflation targeting as a method of supposedly keeping the global economy within predictable limits - and not before time

Don’t bet the farm on a crash for sterling in the wake of Brexit

Don’t bet the farm on a crash for sterling in the wake of Brexit

Despite all the sound and fury in Westminster, Britain’s economy is sound and an undervalued currency will bounce back if parliament finally agrees a withdrawal deal

Why the dollar will weaken – and what it means for Ireland

Why the dollar will weaken – and what it means for Ireland

If the US dollar depreciates, other currencies will strengthen, not least the euro

China’s slowdown may ultimately buy Ireland some time

China’s slowdown may ultimately buy Ireland some time

Falling eurozone GDP growth has been been blamed on the Chinese economic downturn, but this is not necessarily bad news for us