A ‘Christmas present’ for the economy: Inflation plunges to 3.9%
Well below 4.4% consensus forecast
Monetary Policy
-
-
‘The pivot has finally come’: Industry reacts to Fed rate hold and Powell’s dovish tone
Markets are pricing in multiple rate cuts in 2024
-
Jupiter AM’s head of equities: Why a recession could make small caps more resilient
Small and mid-cap companies in technology, financial services and healthcare are trading near 10-year lows
-
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
-
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
-
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.
-
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
-
Saxo CEO hits out at monetary policy ‘wrecking ball’
He has been reflecting on a ‘highly damaging era’
-
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
-
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
-
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?
-
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