Jim O’Neill: Will sanctioning Russia upend the monetary system?Are we witnessing a further consolidation of US power through the dollar-dominated system, or will this episode set the stage for the kind of monetary and financial fragmentation that some analysts have long anticipated?
Why the ‘five-day’ rule augurs badly for markets in 2022If major US stock-market indices rise during the first five trading days of the new calendar year, markets usually perform handsomely for the year overall
Analysis: How will America’s failure in Afghanistan affect the dollar? The answer depends on the evolution of the world economy and the behaviour of its other principal financial players, China and the European Union
Analysis: Could inflation derail the recovery? Variants, vaccine distribution and the growing threat of inflation are just some of the factors that could affect the world’s economic trajectory over the coming months and years
Jim O’Neill: Can a post-Covid boom endure or will inflation come roaring back? Recent indicators have pointed to a strong rebound but if governments and central banks start to worry that generous fiscal conditions are unwarranted, they could start to tighten the screws
Comment: What the post-pandemic economy could look likeChanges forced by Covid-19 in areas such as government spending, work and retail are likely to continue, while the rise of Asia has been accelerated
Comment: V-shaped recovery is no longer a distant dream Whenever a vaccine is available, a further acceleration in economic activity can be expected
Comment: South Korea is world leader in crisis managementThe Asian nation’s handling of Covid-19 and the subsequent economic fallout shows up the incompetence displayed by some other advanced economies
Comment: Beware of August, the month of grave economic events Some of the most chaotic moments in financial history, from 1929 to 2008, have occurred during autumn, and 2020 could exceed them – but there is also hope on the horizon
Comment: A V-shaped recovery remains possibleMany classic short-term indicators suggest that the economic outlook need not be as bleak as many believe
Comment: Markets may well confound post-Covid expectationsThe performance of the S&P 500 seems to fly in the face of evidence that the US is heading for another Great Depression, proving that the only thing that’s certain is uncertainty
Fixating on China’s errors will not help us tackle Covid-19Playing the blame game is both unhelpful and dangerous at a time when the priority should be a coordinated global response to the coronavirus
Antibiotic resistance could be a dangerous side effect of response to Covid-19G20 policymakers have no choice: in addition to confronting today’s viral crisis, they also must tackle the looming bacterial one