Peter Kinsella

Peter Kinsella

Thoughts from the end of a financial era

Thoughts from the end of a financial era

As we near the close of a market cycle, smart people anticipate more global conflict and less fallout from Brexit than you might expect

Doubting the almighty dollar

Doubting the almighty dollar

The US currency’s continued primacy in the global market should not be taken as a given, as change can happen overnight

We should take the long view on the productivity growth conundrum

We should take the long view on the productivity growth conundrum

Productivity growth has declined globally since the financial crisis, despite many economies being at full employment. But there is an explanation

Gold is still the hardiest of hardy annuals

Gold is still the hardiest of hardy annuals

Prices of the fabled yellow metal could easily rise again in the coming years, for a number of reasons

Latest ludicrous Tory proposals will destroy the British economy

Latest ludicrous Tory proposals will destroy the British economy

Poorly considered ideas masquerading as economic policy are all too evident in the Tory leadership candidates’ pledges

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