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
Monetary Policy
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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)
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‘We need a monetary policy review’: Industry reacts to ‘stubborn’ UK inflation figures
Several industry commentators call for the Bank of England to tread carefully amid a lack of confidence
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A tsunami of yen: Could a Japanese policy shift spark a global bond sell-off?
Cardano’s Corné van Zeijl and David Goldberg discuss the global impact of rising inflation in Japan
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Artemis CIO: The silver lining after the golden age of easy money
Artemis CIO Paras Arnand explains why the economy still seems healthy, despite recent market turmoil
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Bank of England left with ‘no choice’ but to hike rates again
Andrew Bailey and colleagues raise by 25bps after inflation tops forecasts
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Second Kwarteng climbdown sees fiscal plan brought forward
But sterling rebound may not mean confidence in the government is on the rise
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What do the experts think of inflation?
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic
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Beyond Jackson Hole: What will the Fed do now?
US central bank has made clear it will not back off on tightening but ‘subtle pivot’ is possible, depending on the data
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Worst is yet to come as Fed pursues price stability at all costs
Central bank dashes hopes that US rate rises will peak sooner and lower than predicted
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Bank of England grapples with Schrödinger’s cat-style inflation
Central bank insists inflationary pressures are ‘transitory’ but investors should prep portfolios should that conviction fade