Markets are still not worried by Western inflation
Bill Dinning says market reactions to inflation fears may indicate that QE2 has partly failed.
QE
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Ignis’ Thomson: autumn 2013 is most likely time for rate hike
Ignis AM chief economist Stuart Thomson says autumn 2013 is the most likely time for a Uk rate rise.
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M&G’s Riddell: last month has been ‘horror show’ for US
M&G manager Mike Riddell says US economic data is “falling off a cliff”.
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PA ANALYSIS: QE3 is a certainty to replace QE2
The answer to what will happen when QE2 ends on 30 June is simple – QE3 will maintain the status quo
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PA ANALYSIS: Investors caught in the gap between risk on and risk off
With risk asset prices continuing to fall, should investors be risk on or risk off right now?
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RLAM’s Platt: End of QE won’t hurt long-dated US bonds
RLAM’s Jonathan Platt says the end of QE will not prove disastrous for long-dated bonds.
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MPC member blames markets for European debt woes
An external MPC member has laid partial blame for Europes current debt woes on the markets.
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Fed will pursue QE3 in 2012 but UK must act sooner
An economist has accused the Fed of being willing to cancel Christmas” to regain credibility.
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Are investors searching for yield in the wrong place?
Bill Dinning asks the question given the macro environment influencing the UK and the US right now.
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To QE3 or not to QE3?
JP Morgan AM’s Tom Elliott says the effectiveness of quantitative easing may have run its course.
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End of QE2 may not be such a seismic event
Lothar Mentel says he is taking risk off the table but is optimistic over the end to QE2.
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SLI’s Batty: US fiscal policy is the gorilla in the room
Standard Life Investments’ Richard Batty sees problems ahead for both equities and the US economy.
