UK annual wage growth falls below estimates to 6.6%
60 basis points below the ONS’s growth figures released last month
Monetary Policy
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Will markets ignore the busiest election year in history?
It is difficult to pick the resulting market outcome from any election, writes Cherry Reynard
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Brooks Macdonald’s Walker: How to navigate 2024’s economic crossroads
The head of the firm’s investment specialist team discusses AI, the rise in bond yields and a mixed picture for economic growth
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A ‘Christmas present’ for the economy: Inflation plunges to 3.9%
Well below 4.4% consensus forecast
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‘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
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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
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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
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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