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How the new carry trade could quickly unwind

Jon Sindreu

Venezuelan debt is a bet on high oil prices

Jon Sindreu

Why investors will learn to love government bonds

Jon Sindreu

The left-field risk for 2026 is rates going up

Jon Sindreu

UK budget circus reveals technocracy’s limits

Jon Sindreu

UK budget beat lacks a long-term lift

27.11.2025 10

Jon Sindreu

Why private pensions can’t fix the ageing problem

Jon Sindreu

UK tax smorgasbord can add up yet still fall short

Jon Sindreu

Emerging markets get biblical warning in Argentina

Jon Sindreu

UK exit tax is less risky than zero fiscal vision

Jon Sindreu

How to stop arbitrary budget rules hurting growth

Jon Sindreu