Inflation

  • UK inflation rises with looming risk from food shortages

    UK inflation rises with looming risk from food shortages

    Beast of the East and heatwave hit UK food supplies

  • DFMs face safe haven dilemma on US trade war

    DFMs face safe haven dilemma on US trade war

    Discretionary fund managers say asset classes rather than geographies will be the best source of safety if the US unleashes a full-blown trade war as Bank of England simulations show the geographic scope of rising tariffs.

  • A busy week for central banks

    A busy week for central banks

    A big week for macroeconomic announcements has already seen a drop in UK inflation and ongoing Brexit transition talks, while a monetary policy decision from central banks both sides of the Atlantic is coming on Wednesday and Thursday, but what does it mean for markets?

  • Inflation drops to 2.7% but ‘picture remains bleak’

    Inflation drops to 2.7% but ‘picture remains bleak’

    The Consumer Prices Index (CPI) dropped to 2.7% in February, down from 3% the month before, setting inflation on a slow course towards the Bank of England’s 2% target.

  • OBR confidence on inflation a ‘mug’s game’

    The Office for Budget Responsibility’s confidence in predicting inflation in 12 months’ time has been described as a “mug’s game” by a top-quartile UK equities manager.

  • How to hedge against inflation

    How to hedge against inflation

    Global markets recently faced a correction, inflation remains above the 2% target and interest rates are likely to rise, but how can investors prepare?

  • Inflation? Not as I know it…

    Inflation? Not as I know it…

    Discussing inflation and interest rates at a dinner party is a sure-fire way to lose friends. For investors fighting against the tide of today’s backdrop though, it’s a topic that simply isn’t being talked about enough.

  • Treasury yields soar as US CPI exceeds forecast

    Treasury yields soar as US CPI exceeds forecast

    Ten-year treasury yields have soared after US consumer price inflation (CPI) surpassed expectations by 0.5% in January.

  • Hawkish BoE hints at earlier rate rises

    Hawkish BoE hints at earlier rate rises

    The Bank of England has held interest rates at 0.5% but hinted at quickening the pace of further increases to bring inflation back in line with its 2% target.

  • Household spending at peak as retail sales drop

    Household spending at peak as retail sales drop

    Average weekly household spending rose to its highest level since 2006 for the financial year ending 2017, as retail sales for December declined.

  • Will inflation remain absent?

    Will inflation remain absent?

    During almost a decade of experimental monetary policy from central banks, inflation has been notable by its absence across most economies. With monetary policy beginning to diverge and unemployment falling, will it rear its head again or has it peaked?

  • US core inflation hits 11-month high

    US core inflation hits 11-month high

    December saw the largest increase in US inflation in 11 months, according to the latest consumer price inflation (CPI) data from the Bureau of Labor Statistics.