Review of the week: The oracle of Threadneedle Street
No change to monetary policy is expected this week, but investors will be eager for any clue about the Bank of England’s thoughts on inflation and interest rate cuts.
6 mins
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No change to monetary policy is expected this week, but investors will be eager for any clue about the Bank of England’s thoughts on inflation and interest rate cuts.
6 mins
UK retail sales slumped in December while inflation went in the other direction. Is the UK now in recession, albeit the mildest of the mild?
6 mins
Housing costs make up a big part of people’s spending, yet they can often obscure what’s going on with inflation.
7 mins
A gruelling year for investors actually delivered decent returns. But how much of that strong performance is in anticipation of 2024?
6 mins
A Santa rally is in full swing for stocks and bonds, capping off a year of large swells for investors. While returns flow, climate policy is ebbing at COP28 in Dubai.
8 mins
A bout of runaway inflation could persuade some people that no inflation would be better than any at all. That’s a dangerous path to take.
7 mins
After a miserable year for living standards, Brits are feeling much better about their lives and their futures. But how much will that move the dial for retail spending and economic growth?
6 mins
Updates on inflation and unemployment arrive this week. Will they give investors more clarity about the paths of interest rates?
5 mins
Central bankers have sat on their hands for another month, sending the prices of stocks and bonds soaring. While interest rates seem to have peaked, the full effects of previous increases are yet to be felt by households and businesses.
6 mins
There’s a veritable sea of moving parts out there in the global economy, which are keeping investors on edge. The big question is, how will they influence central bankers?
5 mins
The US House of Representatives is struggling to agree on a new Speaker as the US ticks toward a shutdown of government. Strangely, stocks seem more perturbed by strong economic growth.
7 mins
Big banks are reporting strong profits so far this quarter, but how will the rest of the market fare? And is higher-than-usual inflation making people glum?
6 mins
Ready to start a conversation? Please complete our enquiry form, we look forward to speaking with you
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