Macro News

  • Lyon central banks sowing the seeds of next crisis

    Lyon central banks sowing the seeds of next crisis

    Troys Sebastian Lyon has warned that central banks are sowing the seeds of the next crisis in not allowing markets to function properly in his interim statement for Personal Assets Trust.

  • Is everything really better

    Is everything really better

    Newton’s Global Higher Income team has questioned the validity of the economic recovery and believes that “escape velocity” is still some way off.

  • Unemployment could fall sub-7 per cent next year

    Unemployment could fall sub-7 per cent next year

    The Bank of England has used its latest Inflation Report to soften its unemployment projections but has played down the move.

  • Surprise drop in UK inflation

    Surprise drop in UK inflation

    The UK’s rate of inflation has dropped from 2.7% to 2.2% – its lowest rate since September 2012.

  • Ruffer Why we lack faith in buoyant equities

    Ruffer Why we lack faith in buoyant equities

    Ruffer’s Steve Russell and Hamish Baillie have said they lack faith in today’s buoyant equity market because the best argument for buying stocks is there are few alternatives.

  • Is Argentina the next recovery buy

    Is Argentina the next recovery buy

    Despite the economic and political challenges facing Argentina, the stock market has this year risen close to 50% in US dollar terms and is “tempting” some investors

  • Jobs data reignites taper talk

    Jobs data reignites taper talk

    The US economy was buoyed by over 200k new jobs in October, but commentators are still in two minds whether QE tapering will start before the end of the year.

  • Complacent ECB warned of deflationary disaster

    Complacent ECB warned of deflationary disaster

    Commentators have backed credit while warning of the “spectre of deflation” in the eurozone after the ECB surprised analysts with an interest rate cut to 0.25%.

  • What will Draghi do to soothe deflationary fears

    What will Draghi do to soothe deflationary fears

    The results of the European Central Bank monetary policy meeting are likely to include action to address fears of deflation – the question is what form that will take.

  • Secondary property returns are set to rise

    Secondary property returns are set to rise

    There is growing evidence of improving sentiment surrounding the secondary property market, with one of the closed-end sector’s largest real estate vehicles anticipating an “increased floor” in achievable returns.

  • Economic stats set to hit BoE targets faster

    Economic stats set to hit BoE targets faster

    Activity levels within the UK’s services sector have hit a 16-year peak and are closing in on the country’s all-time high, data has revealed.

  • China investors set to profit from mega reform

    China investors set to profit from mega reform

    China is days away from massive financial reform with stocks linked to areas receiving government support set to boom in 2014, according to Mirabaud’s emerging markets head Daniel Tubbs.