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.
Inflation
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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.
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PA ANALYSIS: The US is riding to the rescue
There has been no shortage of doom and gloom despite the outbreak of something resembling summer in the United Kingdom this week.
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Inflation edges up on fuel price rise
Inflation in the United Kingdom edged up to 0.5% year-on-year in June from 0.3% the month before, the Office for National Statistics reported today.
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Inflation may not be a thing of the past
Markets seem largely to be of the view that inflation is a thing of the past, but not all the evidence fits
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Inflation slip pushes rate rise further back
Consumer Price inflation slipped to 0.3% year on year in April from 0.5% in March, the Office for National Statistics said today.
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PA ANALYSIS: Brexit muddying the inflation waters
A vote to leave the European Union would most likely result in a material slowing of growth and a notable rise in inflation, the Bank of England said on Thursday.
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How to inflation proof your portfolio
Architas outlines four mechanisms that can be used to provide some protection against inflation.
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Inflation jump surprises, but doesn’t yet impress
Sterling got a lift on Tuesday as UK consumer price inflation rose to its highest level since the end of 2014.
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Overstating of inflation could prolong bull market – LGIM
If the inflation rate is lower than officially recorded – as is argued by London School of Economics’ Professor Charlie Bean in a new paper – it would help to prolong the equity bull market, according to Legal & General Investment Management.
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Oil recovery could trigger “inflation problem” – Kames
If the oil price recovers to above $50 there will be an “inflation problem”, according to head of fixed income at Kames David Roberts.
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Rathbones ramps up exposure to US inflation-linked debt and gold
Rathbones has upped its weighting to inflation-linked debt and gold, alongside an overweight to the US.