From blockbusting job numbers to rising rate expectations – the world in seven charts
By Charles-Henry Monchau, chief investment officer, Syz Bank US employment back to pre-covid levels, energy sector carrying the S&P 500...
Macroscope: Neutral matters – Ninety One
For something that cannot be directly observed, and changes through time, the neutral level of interest rates generates an awful...
Thursday newspaper round-up: Disney, Russian airlines, renters
Walt Disney edged past Netflix with a total of 221 million streaming subscribers at the end of the most recent...
UK house prices continued rising in July, RICS says
UK house prices continued to rise in July and were expected to continue to do so so over the year...
Quilter interims highlight stable revenue and cost discipline driving 9% increase in adjusted profit
Management basis - Continuing business (excluding Quilter International for comparative data) Assets under Management and Administration (“AuMA”) of £98.7 billion...
Abe’s transformation of Japanese corporate governance will live on
By Yu Shimizu, manager of the SPARX Japan Equity Sustainable All Cap UCITs fund at SPARX Asset Management The assassination...
US inflation heading in right direction as latest CPI comes in below expectations – investment experts and economists comment
Following today's announcement that the US Consumer Price Index climbed 8.5% in the year to July, compared with 9.1% in...
Government ‘working up’ cost-of-living package for new PM
The government is working on a new cost-of-living package to support Britons facing monumental uplifts in bills and prices, it...
FCA issues letter to alternative investment firm CEOs – experts comment
The FCA has today issued a six page letter to CEOs of alternative investment firms about their supervisory strategy for...
PIMCO’s Tiffany Wilding: The Era of Kinder, Gentler Central Banks Is Over
By Tiffany Wilding, PIMCO’s North American Economist Last week, the Bank of England (BoE) was the first major central bank...
Schroders: Forget soft landings – how much of a recession is needed to tame inflation?
Schroders Chief Economist & Strategist Keith Wade looks back at how inflation responded in previous downturns to help gauge the...
German inflation falls slightly in July
German inflation fell slightly in July to 7.5%, confirming initial estimates, according to official data released on Wednesday. The figure...
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Thursday preview: US producer prices, UK house prices in the spotlight
Investors' attention on Thursday will continue to be trained on the US inflation picture as the Department of Labor publishes...
Wednesday preview: US CPI data, Aviva in the spotlight
Financial markets' focus on Wednesday will be on US inflation data for July with investors hoping to see signs that...
Tuesday preview: US Q2 unit labour costs, IHG in focus
The market spotlight on Tuesday will be on quarterly labour productivity and unit labour cost data in the US covering...
Thursday preview: BoE, Mondi in focus
Financial markets' focus on Thursday will shift back to the UK where rate-setters at the Bank of England are due...
Wednesday preview: US services PMIs, Taylor Wimpey in focus
Investors' focus in the middle of the week, leaving geopolitics aside for the moment, will be on a raft of...
Wednesday preview: US services PMIs, Travis Perkins in focus
Investors' focus in the middle of the week, leaving geopolitics aside for the moment, will be on a raft of...
Thursday preview: US producer prices, UK house prices in the spotlight
Investors' attention on Thursday will continue to be trained on the US inflation picture as the Department of Labor publishes...
Wednesday preview: US CPI data, Aviva in the spotlight
Financial markets' focus on Wednesday will be on US inflation data for July with investors hoping to see signs that...
Tuesday preview: US Q2 unit labour costs, IHG in focus
The market spotlight on Tuesday will be on quarterly labour productivity and unit labour cost data in the US covering...
Thursday preview: BoE, Mondi in focus
Financial markets' focus on Thursday will shift back to the UK where rate-setters at the Bank of England are due...