Chris Dillow

The US-China trade war is bad for equities

Figures next week could raise hopes of a pick-up in economic growth around the world

Low gilt yields are a signal to be cautious about equities – albeit a weak signal

The housing market might be more depressed – and more risky – than headline figures suggest

The threat of a trade war is bad for world equities, and not just because it hurts China's economy

Next week's numbers could show that UK retail sales are still strong – but this might not last

Commodity prices are prone to momentum effects – a fact that matters for equity investors

Lead indicators point to smaller-caps underperforming larger counterparts over the next 12 months

One standard measure of the equity risk premium might in fact be meaningless

Next week could bring signs of economic growth in the UK and US – but also doubts over whether this can persist

Equities and commodity prices are increasingly correlated, which means the latter are bad ways of diversifying portfolios

The outlook for real wage growth is bleak. Which is bad for savers and retailers

Next week could bring evidence of faster growth in the UK and Germany.