Macro News

  • Russian clouds cast shadow over upcoming ECB

    Russian clouds cast shadow over upcoming ECB

    The ratcheting up of sanctions against Russia by the European Union has cast an economic shadow over the ECB meeting coming up on 7 August.

  • Argentina contagion unlikely Fidelity says

    Argentina contagion unlikely Fidelity says

    Contagion stemming from Argentinas second default on its national debt to other sovereign issuers is unlikely, according to Fidelity Investments.

  • US GDP surprisingly robust

    US GDP surprisingly robust

    The United States Bureau of Economic Analysis has said the US economy grew a surprisingly strong 4% year-on-year during the second quarter.

  • The investment holy grail

    The investment holy grail

    Richard Stammers, European Wealth investment strategist discusses the need for investors to readjust their yield expectations and the need for downside protection.

  • MPC minutes reveal tipping point approaching

    MPC minutes reveal tipping point approaching

    The minutes of the Bank of Englands latest monetary policy committee meeting show a continuation of the build-up toward a tipping point

  • How much quieter can markets get

    How much quieter can markets get

    Threadneedle CIO, Mark Burgess, says the group has been left rather puzzled by the lack of an increase in core yields.

  • BAML warns of growing macro worry list

    BAML warns of growing macro worry list

    Bank of America Merrill Lynch has warned of a growing worry list of threats to the global economy.

  • Despite volatility EMs still offering value Mobius

    Despite volatility EMs still offering value Mobius

    The underlying economic conditions within emerging markets appear to be improving, Mark Mobius said.

  • Inflation spike cranks up pressure on Carney

    Inflation spike cranks up pressure on Carney

    A surprisingly large rise in inflation has increased pressure on Mark Carney and the Bank of Englands monetary policy committee as they continue to walk a rate rise tightrope.

  • Investors cautious on sustainable uk growth

    Investors cautious on sustainable uk growth

    While UK equities performed well in the second quarter 2014 and in July to date, investors should be cautious on the sustainability of the UK economic recovery.

  • Commodities back on the investor table

    Commodities back on the investor table

    According to Threadneedles Nicolas Robin improving developed markets and structural shifts mean commodities are increasingly back on investors radar screens.

  • bumpy times ahead as central bank policies diverge

    bumpy times ahead as central bank policies diverge

    Markets are likely to see some bumpy times in fixed income markets as revised interest rates in the US could happen sooner than many investors now expect.