Review of the week: Running hot and cold
Inflation is falling nicely in the US, will British CPI follow suit this week? Meanwhile, China battles deflation as its economy stutters.
7 mins
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Inflation is falling nicely in the US, will British CPI follow suit this week? Meanwhile, China battles deflation as its economy stutters.
7 mins
Normally staid bond markets seem highly strung lately, but there are reasons to hope for some loosening up
5 mins
UK inflation simply won’t drop as fast as everyone hopes, leading the Bank of England to admit it needs a new model. Meanwhile, a compromise is proposed to kick the can on the US debt ceiling till after the next election.
6 mins
Inflation can often seem an abstract concept. Not lately, though: everyone is keenly aware of soaring prices. Is inflation finally starting to drop?
8 mins
There’s a disconnect between how everyone feels and how stock markets are moving. Meanwhile, the US debt ceiling looms ever larger.
8 mins
A King is crowned and most of England went to the polls last week. Coming up is a Bank of England rate hike and an update for American inflation.
7 mins
A regional bank caught up in the March banking crisis has been forcibly sold by an American regulator. Hopefully this marks the end of the chapter.
9 mins
Investors are fearful of an earnings recession as reporting season steams ahead. Meanwhile, China’s first-quarter GDP estimate suggests its recovery is proving uneven.
7 mins
Markets are riven over weighty questions about the economic strength of our households and businesses clashing with higher living costs, and all the while lurks the menace of unknown consequences created by a rapidly changed world.
8 mins
Money was easy to come by in the 2010s, for businesses, households and governments. With interest rates now much higher, hard decisions loom.
7 mins
Stocks and bonds ended the month – and first quarter –nearing the top ends of the trading ranges in place since late last year. But there’s still much uncertainty about the inflation and growth outlook, particularly if energy prices start rising again.
6 mins
Strong gains for Europe’s banks last week were reversed by Friday’s close. With the fear bug spreading, can we be confident it won’t strike again?
7 mins
Ready to start a conversation? Please complete our enquiry form, we look forward to speaking with you
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