Should markets be pricing in the likelihood of an economic hard landing?
There are solid arguments supporting a harder landing scenario than markets are pricing in
Monetary Policy
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Economist Trevor Williams: ‘Only a matter of time’ before central banks start cutting rates
The risk of a UK recession and an ‘outright fall’ in inflation is growing
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Central bank divergence: Have the gains been made in Latin America?
The region compares relatively favourably to other emerging markets, but it is still struggling for attention against its Asian peers.
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LSEG Lipper’s John: Have interest rates finally peaked?
With inflation proving stickier than expected, Lipper’s research head considers the likely path ahead for monetary policy
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Saxo CEO hits out at monetary policy ‘wrecking ball’
He has been reflecting on a ‘highly damaging era’
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Rising bond yields: A one-off adjustment, or a warning light for investors?
Bond markets are preparing for ‘higher for longer’ interest rates despite falling inflation
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Payden & Rygel’s Jenkins: ‘Significant economic slowdown’ to hit ‘sooner or later’
Global interest rate rises of this magnitude have never been seen before, according to the Payden & Rygel managing director
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To cut or not to cut: Are markets in for a ‘pleasant surprise’ from central banks?
Have inflationary pressures eased sufficiently for central banks to start cutting interest rates?
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Sir John Redwood blames central bank failures for spiralling inflation
IEA paper calls on BoE to stop selling bonds and review its inflation forecasting model
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Are we finally at the end of the post-Lehman Brothers era?
Exactly 15 years after the bank’s collapse, markets are expecting a new regime altogether
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EU ‘teetering’ on the brink of recession: Investment industry reacts to ECB rate hike
Eurozone interest rates could remain at restrictive levels for “quite some time”
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Investors call for ECB to hold interest rates as decision rests ‘on a knife edge’
Ahead of European Central Bank monetary policy meeting today (14 September)
