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.
Macro News
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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.
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global recovery brittle bumpy below-par
The US housing market, “where the problems all started”, is a bright spot in an otherwise BBB (brittle, bumpy and below-par) recovery, according to Schroders’ chief economist Keith Wade.
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is there a way to end market crashes
Academics studying a 72-year stretch of the Dow Jones claim they have found a way to end the kind of stock market crash that struck in 2008.
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chinese equities face six month wait for recovery
Investor sentiment towards China will stay bearish for the next few months as the country’s economic outlook is set to remain challenging, the head of China A-shares research at Schroders argues.
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november qe decision will be a close call
There are divisions at the Bank of England over adding to the £375bn quantitative easing (QE) programme next month.
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stand life for smart chinese consumer play
The smartphone market could be a better play on the Chinese consumer than the more-common luxury goods strategy, Standard Life Investments’ Magdalene Miller suggests.
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standard life warns on gilt vulnerability
Increased risk of fiscal slippage in the UK and the limited benefits of further quantitative easing (QE) have left gilt valuations “vulnerable”, according to Standard Life Investments’ Philip Laing.
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post-qe3 asset allocation calls
The leap in European indices this morning suggests investors have taken the Federal Reserves announcement of QE3 as a signal to put some cash to work, but is now the right time to increase exposure to risk assets, or is caution still the by-word?
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draghi fiscal and political union in europe
Mario Draghi puts fiscal, financial, economic and political union at the heart of his vision for the Economic Monetary Union with the euro at its core.