PA ANALYSIS: ‘Caution over chaos’ or bold action after Article 50?
While the momentous triggering of Article 50 was rather anti-climactic, should investors proceed with caution or carry on as before?
Inflation
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PA ANALYSIS: Fear inflation, stagflation, or stagnation?
Some believe the bond markets point to stagflation rather than inflation, but other managers raise different concerns.
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Inflation reaches 2.3% – highest level since 2013
February saw UK headline CPI rise to 2.3% – its highest level since November 2013 – introducing a “two-sided risk” to the economy.
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Hodges: Dump TIPS, prepare for stagflation
Nomura Global Dynamic Bond manager Richard Hodges says stagflation is the most likely scenario for the global economy this year.
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PA ANALYSIS: Fed poised to act but no bond ‘bloodbath’
Treasury yields saw their largest one-day increase for over three months on Wednesday, but is the Fed right to be hawkish, and what does this mean for the bond bull market?
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PA ANALYSIS: “Irrational” Bank of England must raise rates
For MPC member Gertjan Vlieghe to admit that the Bank of England is in no position to predict the next recession was a brave call, but do policy makers have the courage to hike rates?
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PA ANALYSIS: Time to worry about inflation?
Inflation in the United Kingdom economy has crept up to within a hair’s breadth of the Bank of England’s target, and with rates down at 0.25% could the horse be about to bolt before the stable door is closed?
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PA ANALYSIS: Can anything put the brakes on the UK equities rally?
United Kingdom equities has been a remarkably resilient asset class as the winds of macroeconomic uncertainty have swirled around following the Brexit vote, but how long can this continue?
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Bank of England completes its u-turn on economy
The Bank of England further undermined its own post-Brexit ‘forecasts of doom’ by sharply increasing its expectation for UK growth to 2% in 2017, professional investors said on Thursday.
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Will Trump create heaven or hell for the global economy?
According to Psigma Investment Management CIO Thomas Becket, under President Trump we could get a version of Dante Alighieri’s Inferno, Purgatorio or Paradiso. The question is, which one?
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May reveals Brexit plan as inflation jumps and Carney hints at rate rise
Inflation in the United Kingdom economy climbed to 1.6% on an annualised basis in December, up significantly from 1.2% in November.
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Fickle consumer and rising inflation could derail retailers’ rally – Brewin Dolphin
Although Thursday’s influx of trading updates highlighted positive growth for retailers like Marks & Spencer and Tesco, problems in the sector persist, according to Brewin Dolphin equity analyst Nicla di Palma.
