Favourable fourth quarter belies rocky road facing the US
One problem area could determine when the Fed will rein in its rate rises
Inflation
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Rising inflation brings Japan back into focus for investors
Yen weakness has masked relatively robust outlook for corporate earnings
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Inflation falls to 10.5% in December
Market watchers split on what declining inflation will mean for future rate rises
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Weekly outlook: UK inflation numbers drop and Netflix reports
Key events for UK wealth managers for the week starting 16 January
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Hawkish Fed remains in flight as US CPI keeps falling
‘Inflation still isn’t fully handled, and it’s easy for markets to get carried away’ warns one analyst
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Martin Gilbert: ‘There is no gain without pain’
Assetco’s chair on learning from your mistakes, holding your ground when performance takes a tumble and, most importantly, remaining optimistic
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Dewi John: The year the wolves of inflation howled
2022’s worst affected fixed income sector was one investors might have expected to be relatively insulated
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UK CPI falls to 10.7% as industry mulls future trajectory
Falling motor fuel prices took the largest bite out of the November inflation figures
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Market volatility fails to ruffle Ruffer’s feathers
The company boasted ‘perfect’ shifts in correlation in November
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GDP growth a false dawn for the UK economy
Industry commentators remain unconvinced by October’s 0.5% rise
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Rate hike expectations split as Fed chair takes dovish tone
Jerome Powell has suggested rises could slow as soon as the next FOMC meeting
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‘On fire’ UK inflation reaches 41-year high
As industry commentators look ahead to the Autumn Statement
