Tag:
Chris Gilmour
Chris Gilmour
One year on: Ukraine
In the week of the one-year anniversary of the conflict in Ukraine, Chris Gilmour updates his views on the war and the prospects for Russia.
Chris Gilmour
Shedding retailers
Does load shedding mean that retailers should be avoided entirely, at least for now? Chris Gilmour seems to think so.
Chris Gilmour
The UK: land of austerity
In his latest piece, Chris Gilmour takes a deeper look at the medium-term prospects for the UK. Spoiler alert: they aren't great.
Chris Gilmour
Winter is coming and it’s going to bite
Winter is coming to the Northern Hemisphere and the cost of living is a major concern. Against this backdrop, there is substantial activity in the gold market.
Chris Gilmour
Will rate hikes work for inflation?
There are senior voices in the Fed who aren't convinced that US inflation is being caused by the usual suspects. If that's the case, then hiking rates may not help. Chris Gilmour gives us an alternative thesis.
Chris Gilmour
The dollar blows them all away
Chris Gilmour reminds us that the UK has had these problems coming for a while, with the strength of the dollar highlighting that the Great British Pound isn't so great anymore.
Chris Gilmour
A check-in on the hotel sector
With a focus on City Lodge's recent results, Chris Gilmour gives an encouraging view on the local tourism sector.
Chris Gilmour
Russia mobilises
As Putin mobilises troops for Ukraine, the macroeconomic picture continues to deteriorate. Will this move make a significant difference in the war, or will it be more of the same for Putin? Chris Gilmour gives his view.