Macro News

  • Income investors risk and  false sense of security

    Income investors risk and false sense of security

    According to BlackRocks Michael Fredericks there are good reasons to be keeping some powder dry at the moment.

  • MPC minutes add fuel to rate rise fire

    MPC minutes add fuel to rate rise fire

    The minutes of the last meeting of the Bank of Englands monetary policy committee have revealed some members are moving towards a rate rise in their thinking.

  • asset managers face battlefield state street

    asset managers face battlefield state street

    A new global survey by State Street revealed that asset managers believe that new strategies are needed.

  • UK CPI continues decline falling to 15 in May

    UK CPI continues decline falling to 15 in May

    According to the Office of National Statistics consumer inflation fell in the year to May to 1.5%, down from 1.8% in April.

  • Carney speech could threaten FTSE 100 earnings

    Carney speech could threaten FTSE 100 earnings

    Mark Carney’s comments on interest rates at Mansion House last night are the clearest sign yet that a rise is not far off and could lead to earnings downgrades for some FTSE 100 companies.

  • Commodities roil on Iraq tensions SA strikes

    Commodities roil on Iraq tensions SA strikes

    Oil futures hit nine month highs on Friday, with gold and silver following its lead, while pgms continued their fall.

  • For a view on rates look to the forward market

    For a view on rates look to the forward market

    According to UBSs Joshua McCallum, currently the forward curve is pricing in too slow a move by the Bank of England.

  • UK jobs numbers ups rates ante for BoE

    UK jobs numbers ups rates ante for BoE

    According to the Office for National Statistics, the unemployment rate for the period between February to April 2014 improved to 6.6%.

  • Downbeat World Bank could temper EM

    Downbeat World Bank could temper EM

    Warnings from the World Bank on the level of economic growth and speed of reform in the developing world may make investors think twice about rushing to boost emerging markets allocations.

  • Korea Taiwan no longer in running MSCI

    Korea Taiwan no longer in running MSCI

    According to MSCI the two countries have been removed from the review list for reclassification as developed markets because of an absence of progress on outstanding areas of concern.

  • Schroders brings forward UK rate rise call

    Schroders brings forward UK rate rise call

    Schroders’ European economist Azad Zangana has brought forward his call on the likeliest point at which the Bank of England will raise interest rates

  • How to play the historic ECB decision

    How to play the historic ECB decision

    While much of today’s ECB announcement was baked into the market, many of the measures will take some time to filter down.