Credit Suisse ‘yearbook’ forecasts rate rise impact on wealth
Credit Suisse has released a report which forecasts real equity returns will be limited to 4-6% over the next ten years and real bond returns will be close to zero.
Interest Rates
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PA ANALYSIS: Are we seeing central banks’ last roll of the dice?
Equities markets around the world climbed sharply on news of Japan’s surprise decision to cut interest rates into negative territory.
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Japan’s move to negative rates sees FTSE edge over 6000
The FTSE 100 edged back over 6000 on a wave of positive sentiment triggered by the surprise announcement that Japan has moved to negative interest rates.
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Carney kicks rate rise further down the road
Bank of England governor Mark Carney has delivered a speech indicating a first interest rate rise since the 2008 financial crisis is further off than many had thought.
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Fed policy will be slow but not necessarily steady – Neuberger Berman
The Federal Reserve will proceed with its rate hiking cycle slowly but there could be ‘drama’ around each FOMC meeting next year, according to Neuberger Berman’s fixed income CIO Brad Tank.
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Carney holds fire on rates as confidence dips
The Bank of England confirmed today rates will be held steady at 0.5% as widely expected just as data emerged showing a small dip in UK consumer confidence.
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PA ANALYSIS: Will Fed rate rise be a one hit wonder?
There appears no way back now that Janet Yellen and her Federal Reserve colleagues have all but committed to raising rates on 16 December, and a quarter point rise is largely priced into markets already.
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Brexit worries unlikely to scare international property investors out of UK market
The prospect of rising interest rates and a potential Brexit are likely to impact property sector investor sentiment in 2016, says Alan Sippetts, investment director at Heartwood Investment Management.
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UK wage growth weaker than expected
Marginally weaker wage growth figures may give Mark Carney the excuse he needs not to raise rates, says Shaun Port, chief investment officer at Nutmeg.
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PA ANALYSIS: Mark Carney, interest rates and Brexit – A thorny dilemma
Could Mark Carney’s dovish comments yesterday have been made with one eye on a ‘Brexit’?
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PA ANALYSIS: Reality check for dovish BoE
The Bank of England eschewed any great fireworks today, releasing the doves instead.
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‘Super Thursday 2’ expected to rein in doves
The upcoming second iteration of ‘Super Thursday’ is likely to yield comments from the Bank of England designed to rein in dovish sentiment, according to Investec.