Macro News

  • Business confidence hits record high says ICAEW

    Business confidence hits record high says ICAEW

    Confidence in UK business has reached a record high though floundering exports could mean this is short-lived.

  • This year is 2013 in slow motion

    This year is 2013 in slow motion

    Stephanie Flanders, chief market strategist for UK & Europe at JP Morgan Asset Management (JPMAM), is expecting 2014 to be 2013 in slow motion for equities and fixed income.

  • Muzinich outlines credit themes for 2014

    Muzinich outlines credit themes for 2014

    High yield bonds are likely to outperform sovereign and investment grade credit again in 2014.

  • Emerging market equity falls to get worse Becket

    Emerging market equity falls to get worse Becket

    Emerging market equities have seen falls accelerate and things could get worse before they improve, in the view of Tom Becket, chief investment officer of PSigma Investment Management.

  • SW Mitchell banks to double in value

    SW Mitchell banks to double in value

    SW Mitchell founder and investment manager Stuart Mitchell has described the investment opportunity presented by European retail banks as the ‘kind that comes once in a lifetime’ with 100 per cent valuation growth expected in the short to medium term.

  • Global activity strengthening - IMF

    Global activity strengthening – IMF

    The IMF projects global growth to be slightly higher in 2014.

  • Rising equity markets drives business volumes

    Rising equity markets drives business volumes

    Investment managers have remained remarkably optimistic over the last quarter, a PwC report reveals.

  • Wages and consumption to underpin growth in Asia

    Wages and consumption to underpin growth in Asia

    Market sentiment in Asia appears to be improving‚ albeit with one cautious eye on tapering in the US.

  • IT managers say Abenomics is on track

    IT managers say Abenomics is on track

    The wide-ranging programme to revitalise the Japanese economy and raise its growth rate in the long term, as well as provide short-term stimulus, dubbed Abenomics, is on track.

  • German GDP figures show domestic growth

    German GDP figures show domestic growth

    German GDP figures released on Wednesday showed weaker than expected growth.

  • World Bank warns over ending QE

    World Bank warns over ending QE

    World Bank report warns tapering measures could end in a car cash for emerging markets.

  • Inflation BoE target first time in four years

    Inflation BoE target first time in four years

    Inflation has hit the Bank of Englands target figure of 2% for the first time since 2009 as figures from the Office of National Statistics show the consumer prices index rose by 2% over the year to December.