Threading the Needle

Will Central Banks Ride To The Rescue Again?

Since 2007, the world economic story has been one of central banks acting to prevent disaster.

Apr 23 • 

Mike Peacock

2

January 2025

What Should Reeves Do Now?

It’s rarely a good look to get a managerial vote of confidence, in football or politics.

Jan 20 • 

Mike Peacock

1

2025 - A Year of Interest Rate Decoupling

Interest rates in the United States, euro zone and Britain have moved largely in lock-step – at least directionally -- since the Covid pandemic, but…

Jan 9 • 

Mike Peacock

December 2024

The End of Financial Regulation's Level Playing Field?

After the Great Financial Crisis, the world’s major economies built stronger regulations to avoid a recurrence, an effort centred on bolstering the…

Dec 13, 2024 • 

Mike Peacock

1

November 2024

Is Trump Ringing The Death Knell for ESG?

Among the many acronyms in the corporate world, I would bet none has been pondered more in boardrooms worldwide over the last decade than ESG.

Nov 27, 2024 • 

Mike Peacock

3

Trump Casts Long Shadow Over Mansion House

There is a lot to unpack in what Rachel Reeves and Andrew Bailey told the annual gathering of the City of London’s great and good at Mansion House – the…

Nov 15, 2024 • 

Mike Peacock

UK Rate Cuts To Come In Trickle Not Flood

Yesterday’s Bank of England interest rate cut was no surprise – with inflation back at target a 5% rate (now 4.75%) was too restrictive. Thanks for…

Nov 8, 2024 • 

Mike Peacock

1

Labour's Real Budget Gamble

The central gamble in the Labour government’s first Budget is not with the bond market, no matter what the headlines are hollering.

Nov 1, 2024 • 

Mike Peacock

October 2024

Bond Market Judge and Jury Again

In the interminable run-up to the Labour government’s first budget on Wednesday, myriad column inches and social media posts have talked of the bond…

Oct 28, 2024 • 

Mike Peacock

Germany's Malaise

For most of my career in financial journalism, Germany was Europe’s business powerhouse, showing the way for all other open economies.

Oct 24, 2024 • 

Mike Peacock

Deregulation, Easy to Say Harder to Do

A bonfire of regulations has traditionally been a Conservative ambition, but such is the new Labour government’s desire to attract investment it too is…

Oct 17, 2024 • 

Mike Peacock

A Tale of Two Budgets

While British finance minister Rachel Reeves finalises her government’s first budget, seeking to rein in public debt and find resources for badly needed…

Oct 11, 2024 • 

Mike Peacock