To cut or not to cut: Are markets in for a ‘pleasant surprise’ from central banks?
Have inflationary pressures eased sufficiently for central banks to start cutting interest rates?
Central Banks
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Brooks Macdonald’s Cady: Inflation slowdown and AI boosts case for US equities
The Fed’s data-dependent approach to central bank policy, and AI, has led Brooks Macdonald to up its exposure to US growth stocks
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Sir John Redwood blames central bank failures for spiralling inflation
IEA paper calls on BoE to stop selling bonds and review its inflation forecasting model
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Are we finally at the end of the post-Lehman Brothers era?
Exactly 15 years after the bank’s collapse, markets are expecting a new regime altogether
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EU ‘teetering’ on the brink of recession: Investment industry reacts to ECB rate hike
Eurozone interest rates could remain at restrictive levels for “quite some time”
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Investors call for ECB to hold interest rates as decision rests ‘on a knife edge’
Ahead of European Central Bank monetary policy meeting today (14 September)
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Is there too much pain baked into Brazilian equities?
New Capital’s Fergus Argyle discusses the ‘three pillars’ that could bolster Brazilian stocks
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Lessons learned: John Bennett on why ‘investing is not a religion’
Janus Henderson’s director of European equities warns against making binary calls
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What do the experts think of inflation?
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic
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Why fund managers think the Bank of England is being outclassed by its peers
The central bank surprised many when it kept rates on hold at its November meeting
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Markets caught out as Bank of England holds rates despite inflation expectations hitting 5%
Markets had been pricing in a 58% chance of a rate hike
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DFMs ratchet up inflation protection to counter possible ‘winter of discontent’
Nine out of 10 wealth managers expect to increase inflation protection, a survey from Tabula IM shows