Nick Hubble

Today is my last day as your editor of Capital & Conflict. I’ve been here since February 2017. Let me know what you think of my scribbles by emailing nickolai@southbankresearch.com. But don’t worry, I’m not leaving you completely. Just moving…

The forecasts are out and the headlines are in. Brexit will be an economic catastrophe – worse than the recession we didn’t have after the referendum. It’s encouraging to see the newspapers talking about the economic cost of government policy….

Have you ever wondered what our office looks like? Today’s Capital & Conflict comes to you from our newly complete recording studio. We rearranged everything from the cameras to the chairs and left the curtains open so you can take…

My new book officially launches tomorrow. Not that you can’t claim a free copy here now, and start reading today. That’s probably a good idea given how fast my predictions about Italy’s budget battle came true. I’ve revealed a chunk…

I have a confession. The market crash in October wasn’t just about Italy’s budget debacle. It was also about the underlying force which is getting Italy into trouble right now. Here’s how I explain it in Chapter 5 of my…

It’s Thanksgiving in America. But before you can get to the festivities below, I wanted to make you aware of a shocking prediction. What if the market melts up before it melts down? What if stocks go for one last…

Bloomberg pulled no punches this morning: “One of the toughest years for financial markets in half a century got appreciably worse Tuesday, with simmering weakness across assets boiling over to leave investors with virtually nowhere to hide.” The strange thing…

A medical emergency left my keyboard out of reach yesterday. I was unable to write to you on one of the most interesting days in British politics for many months. After six attempts to take a blood sample by nurses…

Let’s start the day with a correction. And not just the stockmarket kind. In Monday’s Capital & Conflict I told you Italy’s Target2 balances had hit a record last month. But they only remained near record levels instead. Thanks to…

They’ve done it again. Italy’s Target2 balances hit -€489.5bn in October. That’s a new record low. Of any country, ever. Including during the European sovereign debt crisis. But very few of us know what it means. In fact, nobody knows…