bank holds off on stimulus
The Bank of England has decided against extending its quantitative easing (QE) programme after the last bout of £50bn expired.
Macro News
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uk facing its own fiscal cliff warns ignis thomson
The UK will be standing on the edge of its own fiscal cliff next year if the Government stands by its austerity measures, Ignis Asset Management's Stuart Thomson has warned.
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growth hope fades as uk services slow
Growth in the UK’s dominant service sector slowed to a “marginal pace” in October, adding to concerns that the third quarter’s strong GDP number failed to mark the start of recovery.
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cult of total return is over warns pimcos gross
Weak global growth and ongoing financial repression mean investors should expect to see “bite-sized” gains and not the total returns achieved in the past, according to Pimco’s Bill Gross.
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cbi forecasts flat uk growth for 2012
The UK’s growth will be flat in 2012, the Confederation of British Industry (CBI) predicts, after the strong expansion of the third quarter pulled the country from recession.
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l and g economist forced to backtrack
Former pessimistic scenarios on the UK’s economic recovery are being upgraded as the flexible nature of the labour force is praised for being better than its peers.
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frontier market dividends the higher the better
The high dividends offered by frontier market companies should not always be seen as a sign of strength, HSBC Global Asset Management’s Andrew Brudenell says.
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five charts to scare bulls
The superstorm that descended on the east coast of the US at the start of this week might have prompted a number of bulls to pause for breath, simply because of the two-day closure it enforced on the New York Stock Exchange.
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uk out of recession
The UK economy expanded by a better-than-expected 1% during the third quarter of the year, according to preliminary figures.
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jpm elliott this is not a real risk-on rally
Investors need to be aware that the rally bolstering markets is not a classic risk-on rally, says JP Morgan Asset Management global strategist Tom Elliott.
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capital economics subdued growth in 2013
Global growth will most likely remain subdued over the course of 2013 despite the apparent bright spot of the US, a leading macroeconomic forecasting consultancy warns.
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hsbc corporates more attractive than govt bonds
The strong likelihood of continued loose monetary policy by the world’s central banks is making corporate assets more attractive than sovereign debt, according to HSBC Global Asset Management.
