Threadneedles Burgess readies for QE end
Threadneedle has pared back its commodities exposure reflecting low inflationary pressures and an inevitable reduction in QE.
Macro News
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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.
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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.
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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.
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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.
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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.
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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
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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.
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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%.
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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.
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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.
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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.