PA ANALYSIS: Is the golden age of central bank support ending?
The old adage ‘don’t fight the Fed’ exists for a reason.
Fed
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Is China heading for another currency intervention? – Heartwood
China’s currency depreciation trend playing out in 2016 looks set to continue, according to Jade Fu, investment manager at Heartwood Investment Management.
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Pa analysis: em dawn can’t come too soon for likes of aberdeen, ashmore
All manner of clichés are dedicated to boosting the confidence of the contrarian, which is understandable given how difficult the role is – especially when you have to report quarterly on fund flows and performance.
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Is the US equity party over?
The Fed has signalled a rate rise, and dollar strength has played its part, but it will take unforeseen events to halt the US equity rally.
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Taking advantage of central banker Miton
The active management of asset prices by central bankers is likely to remain a dominant feature of 2015, said Miton multi-asset head David Jane.
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Renewed rate uncertainty raises old bond doubts
US markets slipped on Wednesday after it was announced that business spending fell for the sixth straight month.
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the thin line between consensus and catastrophe
Tuesdays announcement by the Office of National Statistics that UK inflation fell to zero in February underlined, not only that rates are unlikely to move higher anytime soon, but also just how quickly consensus can change.
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Focus should be on how quickly rather than when
According to Royal London Asset Management economist, Ian Kernohan, the issue is not so much when the first hike will come in the US, if at all, but how quickly rates rise.
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Ways to play the plunging euro
The euro plunged ominously toward parity with the dollar on Tuesday, trading as low as 1.07 at the time of writing. The last time it hit such levels was in 2003.
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Where to look when lowrisk isnt
According to a survey by the Bank of England, inflation expectations for the next 12 months among the general public fell to the lowest since November 2001.
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QE sink will remain full for some time still
Markets are finally worried about the right thing the eurozone – according to Neil Williams, chief economist at Hermes.
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Gold predictive powers to return UBS
Golds use as a macro-economic barometer is set to increase, say UBS commodities analysts Edel Tully and Joni Teves.
