Recent softer price indications from the US brought us back another year in terms of the battle between those who believed we were set for long-term secular stagnation and those who believed we were on a new reflationary path.
The reflationists were gaining ground as inflation data was showing signs of improvement from the second half of 2016 onward, followed by the excitement surrounding Trump fiscal expansionary and pro-growth...
Calling for 'imaginative and creative' approach to negotiations
Plans for transitional 'standstill' deal
Concerns over ballooning debt
Janus Henderson recruits Columbia Threadneedle's fixed income head Cielinski amid bond team restructure
Cielinski joining firm on 1 November