Axa IM issues warning on Japanisation of Europe
Axa Investment Manager has warned that recent economic weakness and declines in bond yields have raised concerns about a Japanese scenario’ in the euro area.
Macro News
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US doves on top as jobs number misses forecasts
Monetary policy doves have had their position boosted by a US non-farm payroll number for August which significantly undershot most forecasts.
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Strong US jobs data likely
The United States is likely to release strong jobs numbers tomorrow (5 September) according to economics consultancy Fathom.
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Equity markets rally on Russia ceasefire
Equity markets have seen significant rallies today driven in large part by an apparent easing of one of the principal geopolitical risks weighing on asset prices.
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UK rate likeliest to go up in November- Investec
Investec said today its central case is for a first UK interest rate rise since the credit crisis to be implemented in November.
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US sends another signal of strength
The United States economy sent out another signal of strength today as GDP was confirmed to be
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Global investor confidence up
Global investor confidence remained resilient in August, despite a bout of risk aversion precipitated by continuing geopolitical tensions, State Street Global Exchange said on Thursday.
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Threadneedle warns of growing France threat
Threadneedle Investments has warned of the danger presented to the European economy by a lack of economic growth measures in France.
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Three reasons to be excited about UK small caps
According to AXA’s Henry Lowson small caps continue to offer a premium growth opportunity over the medium term.
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ING highlights Russian danger to EU economy
New analysis by ING has quantified the economic peril faced by the European Union as a result of Russias boycott of EU produced food.
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Volatility risks to the upside Schroders
While the Schroders multi-asset team expects the low volatility regime to continue, the market is not immune to short term catalysts.
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Weaker than expected inflation buys Carney time
According to analysts, the 1.6% headline inflation number means a rate hike this year is becoming less likely.