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
QE
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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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Bond buzz continues as central bank restarts QE
How the ECB’s stimulus measures will impact fixed income portfolio allocations
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ECB may push rate rises beyond next year
Central bank ends QE despite weaker growth outlook
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ECB to end quantitative easing
The European Central Bank has set an end date for quantitative easing, stating purchases will be halved after September before the programme ends in December.
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Bank of England warns bond managers on hidden risks
The Bank of England has raised a number of concerns about hidden risks in the UK fixed income markets, while underplaying the impact of quantitative easing on bond yields.
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Murray International issues recession warning
“Great scepticism is warranted,” according to Murray International trust manager Bruce Stout, who has warned that the likelihood of central banks achieving a balancing act of withdrawing monetary stimulus and avoiding recession “is virtually zero.”
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What does ECB tapering mean for eurozone bonds?
The European Central Bank (ECB) has begun to unwind quantitative easing, reducing its bond purchases to €30bn a month from €60bn last year. The situation will be reviewed again at the end of September, with some predicting it will swiftly move to zero.
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Three potential Black Swans for 2018
Global financial markets have enjoyed a sustained period of remarkable calm, but will that continue into 2018? AJ Bell’s investment director Russ Mould proposes three potential ‘Black Swan’ events that could surprise markets and taint the year ahead.
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No surprises from Draghi: ECB halves asset purchases to €30bn
Bond and equity markets were left unmoved after ECB-president Mario Draghi announced on Thursday that the ECB will cut the size of its monthly asset purchases in half from January next year.
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ECB to halve QE purchases in 2018
The ECB is considering cutting its monthly bond buying from €60bn to €30bn at its next board meeting on 26 October, according to a Bloomberg report.
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Why the ECB will not hike rates until 2019
The European Central Bank (ECB) will begin unwinding its monetary stimulus programme this year but investors shouldn’t expect a rate hike until at least 2019, according to analysts at Lyxor Asset Management.