Economy

  • BoE and Govt risk frozen food BBQ

    BoE and Govt risk frozen food BBQ

    The Bank of England and the Government could create a frozen food barbeque effect by overestimating the amount of slack in the UK economy, according to Legal & General Investment Management.

  • A Cold War Macro outlook

    A Cold War Macro outlook

    As the Ukraine crisis undermines immediate growth prospects for Russia, it should have more muted implications elsewhere in the world, unless oil prices spike upwards.

  • risks quicker than speed of global recovery

    risks quicker than speed of global recovery

    Despite increased volatility in financial markets and weaker macroeconomic numbers, we continue to believe the global economy will improve gradually throughout 2014 in a low-inflation environment, which will be positive for risky assets.

  • Wages and consumption to underpin growth in Asia

    Wages and consumption to underpin growth in Asia

    Market sentiment in Asia appears to be improving‚ albeit with one cautious eye on tapering in the US.

  • New senior portfolio manager for Standard Bank

    New senior portfolio manager for Standard Bank

    Justin Maloney joins Standard Bank with a wealth of experience in African economies.

  • PA ANALYSIS relationship economy stock market

    PA ANALYSIS relationship economy stock market

    Investors are questioning the adage that there is no link between stock markets and economies with surprising results as (a) there is a link and (b) it is not the one you expect.

  • avoid cos relying on the global recovery

    avoid cos relying on the global recovery

    Equity markets this year have reflected a recovery in the global economy but the risk of growing over-optimism means too quick a rise could work against equity investors.

  • pa analysis uk recovery already over

    pa analysis uk recovery already over

    So that was the UK recovery. Did you enjoy it? Recent industrial production figures show unpromising signs for the UK economy with manufacturing data falling and the jobless rate remaining high despite benefits claims coming down.

  • Hungry shoppers boost retail sales in May

    Hungry shoppers boost retail sales in May

    Retail sales were up significantly in May, driven in large part by a 3.5% rise in supermarket food sales according to Office of National Statistics (ONS) data.

  • US stocks in strong position

    US stocks in strong position

    US recovery is not a ‘dead cert’ but the signs are good for those looking to invest in US stocks, according to a range of experts.

  • corporate consumer confidence combine boost US

    corporate consumer confidence combine boost US

    While there are still a lot of 'ifs and buts', Béatrice Philippe and John Conti argue that consumer confidence is already rebounding in the US and corporate confidence may not be far behind.

  • UK economic woes government borrowing increases

    UK economic woes government borrowing increases

    Among many other organisations, the CBI and ONS have both revealed statistical reasons for us not to be cheerful about the ongoing state of the UK economy.