Investment managers are expecting to see the first interest rate rise in the US in over six years in the next couple of months, but could we see a further round of quantitative easing instead?
Ugo Lancioni, head of global currency at Neuberger Berman, takes a closer look at some of the consensus currency positions of last year, and asks if they are still compelling.
In its latest quarterly Inflation Report, the Bank of England has forecast inflation will remain low for longer than previously expected, as a result of weak energy prices and continuing currency strength.
Sterling fell 1% against the dollar and euro this lunchtime, as rate rise expectations were pushed back, with just one MPC member voting for an increase this month.
Don't blame the dividend
Fund managers have been clamouring to add banks, including RBS and Lloyds, to their portfolios ahead of a rate rise from the Bank of England.
Brevan Howard Asset Management senior economist Dr Gertjan Vlieghe is to join the Bank of England's Monetary Policy Committee as of September.
Hawkish members of the Bank of England's Monetary Policy Committee (MPC) keen to begin edging up interest rates were cowed by the recent turmoil in Greece, its latest meeting minutes reveal.
Chancellor George Osborne has announced a bill to overhaul the Bank of England, including a reduction in the number of Monetary Policy Committee meetings.