James Mackintosh
Financial News
United Kingdom
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Past articles by James:
BlackRock and Goldman take opposite sides as 60/40 debate continues
Is it time for a new approach to portfolios or was 2022 just a very bad year? → Read More
Why Investors May Be Too Optimistic About Inflation
There are reasons to think that we may be underestimating the long-term upward pressure on prices. → Read More
The Fed Needs to Rewrite Its Playbook
The bad side of Fed communications helped get us into this inflationary mess in the first place. → Read More
Strong Dollar Wins the Inflation Battle in New Spin on Currency Wars
The euro is near parity. The yen is at its lowest in decades. The question for investors is whether this is part of an essential rebalancing or a big overshoot. → Read More
Consumers Say 2022 Is the Worst Economy Ever
Consumers don’t seem to be slashing spending in line with what they tell statisticians. The bad news is that it might be on the way. → Read More
Markets Had a Terrible First Half of 2022. It Can Get Worse.
The first six months were full of surprises, from surging inflation to a crypto implosion. Get ready for more shocks in the second half. → Read More
The Fire Burning Beneath Crypto’s Meltdown
Are bitcoin and other crypto tokens crashing because of the usual excesses that accompany advances in finance? Or do they have the sort of fundamental flaws that will see them as historical relics? → Read More
The Lords of Money Pose Massive Threats to Markets
The troubles of central banks in the U.S., Europe and Japan mean investors should prepare for the sort of risks that lead to extreme shifts in prices. → Read More
The Fed Pricked the Everything Bubble
It is hard for investors to escape. But not every investment is equally exposed to the Fed. → Read More
Abandon Stocks for Bonds? If Only Life Were So Simple.
Bonds offer no magic fix to the difficulties investors face with inflation, but they are finally competitive again as portfolio building blocks. → Read More
Stocks Were Lifted by Less-Bad News. Now We Need Actual Good News.
Economic data is weakening, sanctions are tightening on Russia, China’s still crushing supply chains in its effort to stamp out Covid, but U.S. stocks have just put in their best week in more than two years. → Read More
Where to Look for the Next Wall Street Blowup
The tide’s definitely gone out in markets this year, but finance has come through with few problems—so far. → Read More
Davos Elite Can’t Agree About the Economy and Neither Can Markets
The S&P 500 is almost in a bear market. Yet there is no agreement on whether recession is on the way. → Read More
Conditions Are Ripe for a Deep Bear Market
Without investors starting to see a way through challenges and policy markets starting to help, any bear-market rallies aren’t likely to last. This would further damage confidence. → Read More
Recession Looms, But Markets Haven’t Got the Message
For all the talk of recession, stocks and bonds aren’t reflecting much risk. → Read More
Inflation Hurts. Better Get Used to It.
Self-fulfilling expectations of inflation are rising, and a bunch of longer-term inflationary pressures are on the way. → Read More
Quarterly Capitalism Isn’t Ruining the World
A new book by Mark Roe argues convincingly why pressure on companies to earn short-term profits isn’t causing the harm critics say it is. → Read More
Stock-Market Rebound Sits on a Shaky Foundation
The big question for Wall Street: Did March 14 mark the start of a durable rally, or is this merely a dead-cat bounce of the type that often occurs in bear markets? → Read More
War in Ukraine Reveals Flaws in Sustainable Investing
For people who prided themselves on their socially conscious investing, the Ukraine war has revealed fundamental flaws in ESG investing, as the right thing to do before Russia invaded has suddenly switched. → Read More
Yield Curve Almost Flashes Recession, Maybe, but Who Knows When
Whisper it quietly, but maybe the yield curve isn’t quite as useful as many think as a recession alert. → Read More