Monday, November 18, 2024
Tag:

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.

Shedding retailers

Does load shedding mean that retailers should be avoided entirely, at least for now? Chris Gilmour seems to think so.

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.

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.

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.

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.

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.

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.
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