January’s US CPI surprise leaves May rate cut in doubt
3.1% headline figure came in 20bps above consensus expectations
Inflation
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Ashmore suffers net outflows of £3.6bn as investors remain underweight emerging markets
More than 60% of the firm’s portfolios beat their benchmarks over 12 months
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Will inflation fall enough for ‘year of the bond’?
Are there longer-term risks to the seemingly benign inflation picture?
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Bank of England holds rates steady at 5.25% as inflation concerns persist
Monetary Policy Committee voted 6-3 in favour of a fourth consecutive pause
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UK small caps: Depressed for a reason, or at the cusp of a multi-year supercycle?
The host of headwinds battering UK smaller companies has prompted a crisis of faith among investors. Is the sector down and out or on the cusp of a supercycle?
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CCLA’s head of investments: Why 2024 is best-suited to quality stocks
Market conditions are unstable despite falling inflation, writes Charlotte Ryland
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Morningstar: Investors need to keep their eyes on the horizon amid market volatility
Investors are increasingly opting for the safety of cash over uncertain equity markets
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Inflation upside surprise a ‘bitter pill to swallow’ for BoE
Tobacco and alcohol prices contributed to the 0.1% increase on November’s 3.9% CPI figure
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Momentum: Seven risks for investors to watch for in 2024
Inflation, consumer resilience, and China among concerns
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US inflation ticks up 0.3% in December: Could interest rate cuts be pushed back?
Industry experts comment on CPI rise
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Weekly Outlook: M&S results and US inflation
Key events for UK wealth managers for the week starting 8 January
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Brooks Macdonald’s Walker: How to navigate 2024’s economic crossroads
The head of the firm’s investment specialist team discusses AI, the rise in bond yields and a mixed picture for economic growth