Case for Fed pause ‘strengthening’ as inflation slows to 5% in March
Though commentators warn its too early to declare victory with another 25bps rate rise likely
Interest Rates
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As interest rates peak it’s time for a fresh look at commercial property
With too narrow a focus on bricks-and-mortar investors might be missing out on mispricing opportunities
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Bank of England left with ‘no choice’ but to hike rates again
Andrew Bailey and colleagues raise by 25bps after inflation tops forecasts
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Credit Suisse demise and banking turmoil throw monetary policy picture into doubt
Investors left unsure of the Fed’s plans for the coming months
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Julian Howard: The interest rate bear threatening Goldilocks
Rising rates remain the chief impediment to investors being able to engage meaningfully in risk assets
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Weekly outlook: How will banking wobble impact rate hikes?
Key events for UK wealth managers for the week starting 20 March
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The Budget’s economic forecasts open the door to rate cuts
There is a complex picture for UK equities investors
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Slowing wage growth complicates economic picture ahead of the Budget
Wages grew 5.7% over the three months to January versus 6% last month
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European hawks firmly in flight as ECB hikes rates by 50bps
With a similar uplift on the cards for the next meeting in March
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BoE votes 7-2 to lift rates to 4% with further hikes likely
As the central bank acknowledges inflation has likely peaked
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‘This too shall pass’: How the industry survived a turbulent 2022
After a year of seismic market shocks, four managers explain how they coped and what lessons they learnt ahead of the looming recession
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MPC split as majority vote to raise interest rates to 3.5%
Two committee members backed no change, while one favoured a 75bps rise