Tag:
Chris Gilmour
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.
Chris Gilmour
War in Ukraine – sanctions, gas and cold winters
As the war in Ukraine grinds on and the Ukrainians continue to resist the Russian invasion, Chris Gilmour explains key nuances on the battlefield and in the energy markets.
Chris Gilmour
China’s Malacca dilemma
Chris Gilmour puts on his geopolitical hat once more and gives excellent context to the importance of Taiwan and the impact on US - China relations in particular.
Chris Gilmour
SA retail spending at risk
South African retail spending is facing significant risks. Stagflation is an ugly word that we are now dealing with. Chris Gilmour explores the impact on consumers and retailers.
