Inflation
Jim Leaviss: Navigating the inflation conundrum
Managing rising costs amid myriad macro risks
Negative interest rate debate becomes 'very real' as UK inflation plunges to 0.8%
Lowest CPI reading since August 2016
Multi-asset funds look for inflation hedges as Covid-19 heralds 'final disinflationary flourish'
Monetary stimulus brought into sharp focus
Could Covid-19 create a more inflationary future?
Pandemic could be dividing line
Could coronavirus infect the Consumer Price Index?
Covid-19 has presented the ONS with significant problems calculating inflation during lockdown. Latest Institute for Fiscal Studies research examines the challenges faced.
Expect volatility as shocks arise from various sources
In a world of slow yet steady, non-inflationary economic growth, interest rates are likely to remain at relatively low levels over the medium term.
BoE 'vindicated' on rate pause as inflation rises
Dangers remain
T. Bailey's Askew: Investors 'too blasé' about non-sterling exposure
Manager increases funds' sterling weighting
John Redwood on a 'pioneering' Japan
Steady progress in growing per capita income
UK inflation remains 'well below' target
Figures released today
Thanksgiving: Will investors feast on further returns from US equities?
Six managers give their views
Markets enjoy 'wave of optimism' as investors suffer FOMO
Latest BofAML survey
Investors must 'rethink safe havens' - JPMAM
New report on Long Term Capital Market Assumptions
Will negative stock-bond correlations continue?
One of the more important developments in markets since the late 1990s has been the emergence of a negative stock-bond price correlation.
Gold has been a safe haven this year: Time to take profits?
Inflation protection among key benefits to hold metal
BoE eyes 'modest tightening' to meet inflation target
MPC maintains rates 7-2
Low bond yields are here to stay, even if fiscal stimulus returns
Central banks to keep borrowing costs low
Retail price index changes could hit 'complacent' index-linked gilt investors
Overhaul impact on 'linkers' to be assessed
The true dangers of modern monetary theory
What happens when inflation risk increases?
UK inflation slips to 32-month low
Unexpectedly large drop
The Big Question: What tools do central banks have at their disposal during the next recession?
The policies and programmes that could protect a worldwide plunge
Carney: No-deal Brexit won't hurt economy as hard as first feared
Bank of England governor hails 'real progress' in preparations
How low can US bond yields fall?
Negative yields unlikely
