Autumn Budget 2024: CPI inflation to average 2.5% in 2024
Will tick up to 2.6% in 2025, but fall to 2% by 2029
Macroeconomics
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Were markets too complacent about a soft landing scenario?
Investors became concerned that the US Federal Reserve made a policy error
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Crisis point: Concerns grow over mounting government debt levels
While global debt levels appear sustainable for the time being, they remain vulnerable to poor political management
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What will the French election result mean for financial markets?
Potential for broader political instability across Europe
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Nedgroup’s Landecker: Investors can’t ignore macro anymore
Not factoring in geopolitics is ‘madness’ and leads investors into ‘mine fields they should have known existed’
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What could Conservative and Labour manifestos spell for the UK’s economy?
Major parties clearly understand the UK’s economic problems, even if the solutions take time
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Three key factors that could ‘change the script’ for Asian equity funds
Asian equity funds may now lose the headwind of China, and gain the tailwind of the technology cycle
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How much longer will gilt and treasury yields remain in lockstep?
The UK’s debt burden is high and it is not master of its own destiny, writes Cherry Reynard
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Is the tide finally turning for Chinese equities?
Green shoots have started to emerge amid the IA China/Greater China sector
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Does India deserve its premium to emerging markets?
There are a number of reasons why the gap between India and other emerging markets could diminish
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UK inflation falls less than expected at 3.2%
Divergent economic signals ‘pose a dilemma’ for Bank of England policymakers
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Will economic green shoots entice investors back to the UK market?
Value stocks and smaller companies could benefit from a UK equity revival