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.
Fed
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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.
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Bond caution still warranted Iggo
According to AXA IM’s Chris Iggo, the outlook is not that certain and the mood is not that bullish