From Goldilocks to Humpty Dumpty: The markets in 2018The much-feared spectre of broad secular stagnation - a view that long-term changes in both demand and supply factors are leading to a structural long-term slowdown in global economic growth - remains a serious concern for investors
The end of the calm before the stormWitness the discontent in emerging markets, signs of turbulence spreading to advanced economies and worries over Italy’s eurozone performance
Why investors needs to look east, away from the USATrump’s trade tariffs have put the US in a state of accelerating conflict with the rest of the world
ECB's shift of gears presents another set of risksEnding the bank's QE programme risks fuelling public discontent within member states, driving up voters’ support for political extremes
Italy’s problem is Europe’s problemThe Italian political crisis eased last week, but the threat to the eurozone from Italy’s debt mountain is very real
Trouble is brewing in the euro paradiseThe rise of nationalism and populism across Europe poses a threat to the area’s economic market
Beware of the myth of Europe’s renaissanceThe current eurozone boom is not sustainable, and putting all our faith in Brussels is not a good idea
No fiscal panic yet, but figures highlight tax uncertainty and spending weaknessesThe weak revenue performance relative to Budget 2018 projections has now spread to all four key tax heads, including income tax, VAT, corporation tax and excise duties
Risks to global growth cloud Ireland’s futureWhile official domestic forecasts are upgrading expectations for the Irish economy, it’s sobering to look at key factors underlying last year’s extraordinary uptick in GDP
The Fed is boldly going where it was going beforeWith calm and poise, the Fed’s new chairman Jerome Powell delivered no surprises, no dramas, a little dose of bitter medicine, and a lot of hopes
Constantin Gurdgiev on Trump and tradeThe looming Trump-induced storm is a daunting prospect for our open economy, but if we are clever we can actually benefit in the long term
Ten rules for trading in a volatile marketIt’s a rollercoaster ride on the markets these days, but it is possible for investors to survive, and even thrive. Just follow these practical guidelines – and enjoy the rush
Volatility and uncertainty are back with a bangTurmoil on the world markets began last week when, by the end of Monday, $4 trillion-worth of equities values had been wiped out around the globe
The markets are a messThe steady rise of uncertainty indices and unease among institutional investors about the markets’ future direction are both warranted
Dancing towards the end of QEConstantin Gurdgiev on a 'super week' of meetings at the world's central banks, as the ECB continues to provide comfort to the Irish government and banks
Supplies of monetary methadone will continueThe ECB's decision on QE illustrates the dilemma facing central banks across the world
Currency moves complicate ECB's decisionThe fact that an interest rate rise is unlikely until 2018 is the key consideration for Ireland, writes Constantin Gurdgiev
'Not much powder left for honeymoon Budget 2018'The tax shortfall deepened in July, while the cost of cancelling IBRC bonds is mounting, writes Constantin Gurdgiev
Nama missed opportunity for profits – and we’re paying the priceWhen it comes to the management of Nama, politics should have yielded to economics
Constantin Gurdgiev: Oil’s bucking bullMy best guess is that prices will stay north of $50 a barrel this year - but in this climate, nothing is certain
