Chris Dillow

Next week's numbers could show that the UK economy is growing nicely, without pushing up inflation

Growth stocks are not overvalued. Nevertheless, there are big risks to them

The Bank of England's belief that inflation will rise as the economy approaches full capacity is questionable

Governments around the world are loosening fiscal policy. This offers both threats and comforts for shares

Academic and common sense thinking about risk are both mistaken. Instead, we should use constrained intuition

The US economy is growing strongly – so much so as to be raising inflation, next week's numbers could tell us

The stock market matters more for the wider economy than you might imagine

Mining shares and emerging markets are so highly correlated that they are, for practical purposes, the same asset – which means some investors are taking on more risk than they think

"Better" public finances do not mean the chancellor has more room to increase government spending. In fact, the opposite

Next week's numbers will tell us whether the booming US economy is generating inflation

The US has enjoyed two types of bull market. Both could end

The advice that you should hold fewer equities as you get older is dubious

Companies' cash holdings are slowing down. This might be worrying.