PA ANALYSIS: Inflationary fears as Trump victory spooks bond investors
Bond investors are strapped in for an explosive month ahead as more questions were raised over the next Fed rate rise, following today’s US election result.
Inflation
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IG and government bonds hit as eurozone inflation worries rise
Eurozone investment grade and government bonds continued to see outflows as inflation expectations rose, according to Bank of America Merrill Lynch research.
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Inflation could soar in 2017 – Kames
United Kingdom investors must prepare for much higher inflation next year as the pound’s sharp decline impacts the cost for consumers of everything from well-known household brands to petrol prices, according to Kames Capital’s James Lynch.
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PA ANALYSIS: Fiscal fears stoke bond bull capitulation calls
The death of the 30-year bond bull market that has formed the backdrop for most City careers has been predicted many times. It has yet to come to pass. But, if one were looking for signs that it is reaching an inflection point, the last seven days has proved a fertile hunting ground.
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PA ANALYSIS: Inflation is here to stay – invest wisely
With rising prices for fuel, restaurants and hotel rooms pushing up UK inflation, is it any great surprise we’re all staying at home watching Netflix?
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UK inflation reaches 22-month high
UK inflation reached 1% in September, its highest rise since November 2014.
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PA Podcast: Wages, ‘stuckflation’ and why QE worked
In this week’s edition of the podcast, labour economist and former Bank of England MPC member, David “Danny” Blanchflower discusses why we appear to be in a period of ‘stuckflation’ and what can be done to get the global economy out of it.
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Buxton: Trump will win US election
Old Mutual Global Investors CEO Richard Buxton is predicting a Donald Trump victory, and a subsequent aggressive shift in global fiscal policy.
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Bank of Japan’s new weapon in inflation fight gets mixed reception
With news overnight that the Bank of Japan has unveiled a new form of stimulus, professional investors and economists reacted with mixed enthusiasm.
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Inflation ‘fear’ warranted: Ruffer
Rising inflation, in the context of ongoing low interest rates are the greatest risk to capital preservation, argue the managers of the Ruffer Invesment Company.
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PA ANALYSIS: Muddled inflation picture fuels monster worries
Despite a mixed picture for inflation globally investors remain content to err on the side of the central banks, but something has to give.
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Inflation uptick prompts rise in pound
Inflation in the United Kingdom ticked up to 0.6% in the year to July from 0.5% for June according to the Office for National Statistics, prompting a rise in the pound.
