Macro News

  • Remarkable Fed statement keeps tapering on hold

    Remarkable Fed statement keeps tapering on hold

    The Federal Reserve has decided to keep its bond buying programme unchanged, according to a ‘remarkable‘ statement issued last night that failed to touch on the government shutdown.

  • Tulloch and Lau Asia can capitalise on weaknesses

    Tulloch and Lau Asia can capitalise on weaknesses

    Asian leaders should use the current slowdown to push through some much-needed structural reforms, First State’s Angus Tulloch and Martin Lau have said, arguing that turning weakness to their advantage will boost growth over the longer term.

  • Positivity around Europe hits six year high

    Positivity around Europe hits six year high

    Sentiment towards European equities has reached a six-year high, according to the Bank of America Merrill Lynch Fund Manager Survey for October.

  • Mid caps to boom as UK GDP surges

    Mid caps to boom as UK GDP surges

    Mid-cap stocks look to be key beneficiaries following the encouraging UK GDP data from the Office for National Statistics, according to industry commentators.

  • John Bennett europe recovery

    John Bennett europe recovery

    The recovery in the European economy is pretty tepid, but the fundamentals have stopped getting worse, which is all it takes for investors to profit, says John Bennett, fund manager of Henderson European Focus Trust.

  • India woes turnaround

    India woes turnaround

    Raghuram Rajan inspired an outbreak of optimism when he took the reins as the Governor of the Reserve Bank of India. Economists now suggest that this is not merely irrational exuberance, and is grounded in realistic expectations of economic improvement.

  • India woes turnaround

    India woes turnaround

    Raghuram Rajan inspired an outbreak of optimism when he took the reins as the Governor of the Reserve Bank of India. Economists now suggest that this is not merely irrational exuberance, and is grounded in realistic expectations of economic improvement.

  • High yield bond funds risk

    High yield bond funds risk

    High yield bonds, and companies struggling to borrow, are both unexpected ‘safe places to hide’ in an era of cheap money, according to Ben Bennett, credit strategist for Legal & General.

  • us jobs tapering postponed

    us jobs tapering postponed

    It looks increasingly likely that tapering will be off the table in the US following the weaker than expected payrolls numbers.

  • China growth

    China growth

    China’s growth accelerated to 7.8% year-on-year, reversing the slowdown seen during the first half of 2013.

  • US debt deadlock

    US debt deadlock

    The US budget deadlock was broken overnight but after being closed for 16 days, the fingerprints of the shutdown are clear to see.

  • US budget ratings

    US budget ratings

    Ratings agency Fitch last night said it could cut America’s prized AAA credit rating, but investors have shrugged off the warning.