PA ANALYSIS: Inflation’s ‘retro revival’ and how to counter it
Snap elections, rogue communist states and curious beards… today shares many similarities with the 1970s, but is inflation set to be the ultimate parallel with politics of the past?
Macro News
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The five questions to ask following the US Fed rate hike
The third 0.25% interest rate hike of this upcycle from the US Federal Reserve begs five questions, all of which have implications for the US, the globe and portfolios.
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PA ANALYSIS: Multi-asset at a tipping point?
There is a long line of asset managers rolling out funds aimed to “balance” and “diversify” returns, but is the multi-asset universe about to be turned on its head?
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BoE keeps rates on hold; is QE on the cards?
The Bank of England’s Monetary Policy Committee has surprised commentators by voting 8-1 to keep interest rates on hold at 0.5%.
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UK GDP growth held back by soft trade and Brexit fears
The United Kingdom’s gross domestic product growth for the first quarter of this year was confirmed as 0.4% this morning by the Office for National Statistics.
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PA ANALYSIS: Did Uncle Sam shoot himself in the foot?
The ‘first rate rise since the financial crisis’ was a long time coming and markets initially responded relatively well, but it is starting to look like a miss-step by the Federal Reserve.
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Advisers shun China short term
A quarter of advisers say they do not plan to allocate any investments to China over the next six months, according to research from Cofunds.
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Five key equity themes for 2016 – SocGen
The global economy is expected to continue to grow at a steady pace in 2016, Societe Generale Private Bank’s Alan Mudie said on Monday, but potential upside in equity markets will likely be constrained by the current high valuations and a cloudy outlook for earnings.
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Feb noflation underlines UK rates tightrope
UK inflation fell to zero in February, the ONS reported on Tuesday, the lowest level on record.
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Gold predictive powers to return UBS
Golds use as a macro-economic barometer is set to increase, say UBS commodities analysts Edel Tully and Joni Teves.
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Weaker than expected inflation buys Carney time
According to analysts, the 1.6% headline inflation number means a rate hike this year is becoming less likely.
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The recent selloff passing shower
UBS strategist, Matthew Richards discusses five pressing questions in light of the recent market sell-off.