Inflation
What rising inflation means for your US investments
INDUSTRY VOICE: After a number of years in which central banks were more concerned with fighting the risks of deflation, several signs point to a higher inflation environment in the US.
Troy's Lyon: Our biggest concerns for markets
Central bank policy mistake biggest risk
The opportunities in energy emerging from the late phase of the cycle
Support and attractive valuations could release the potential of commodity stocks
Four reasons underperforming gold equities may be about to turn
Cooling late-cycle economy could rekindle gold interest
Market stability concerns as US 10-year treasury yields inch towards 3%
Closed at 2.966% on Monday
EY Item Club: Bank of England to hike rates twice this year
Hawkish outlook
UK inflation falls to lowest level in 12 months
Dropped to 2.5% in March
Sterling spikes to post-Brexit high as markets price in May rate rise
Up 6.2% since start of the year
How will Shinzo Abe's 'great difficulties' impact Japan
Japanese GDP is likely to expand an average 1.7% through March 2019. Growth should be about 1.6% in April through December this year, rising to 1.8% next January through March.
Will the weak dollar trend continue from here?
Short duration key in current environment
A 'meaningful correction' is 'necessary and overdue'
Focus on healthcare and energy
IW podcast: The big global risks keeping investors awake at night
Rathbones' David Coombs on protecting portfolios
US Treasury yield curve flattens to lowest level since financial crash
Concerns about rising rates
Nordea's Ed Cowart on the changing economic landscape
'Depression-like state'
Tavistock Wealth's Leiper: 'Amazonification' of the economy and the path to normalisation
Last month, the US Department of Labor reported average hourly earnings had increased 2.9% in January. Wage gains, largely absent from the post-crisis recovery, are good news for the economy.
BoE maintains interest rates at 0.5%; Two members vote for hike
Market anticipates a May hike
A 'Goldilocks' labour market suggests further legs in the business cycle
Favourable macro backdrop
F&C's Paul Niven: The main risk to equity markets this year
Stretched valuations
Rising volatility bodes well for Asian stocks
Value should emerge quickly
Spring Statement: OBR revises up GDP; Inflation to fall to 2%
First Spring Statement
ETF Snapshot: EMD only fixed income asset class to record outflows
Outflows of €430m
Multi-managers raise exposure to alternative UCITS funds amid 'choppy equity valuations'
Equity exposure remains high
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