QE

HSBC's global research team has suggested US economic data is in ‘Death Valley': not weak enough to guarantee more quantitative easing but not strong enough to be self-sustaining.

CONTRARIAN

Monetary Policy Committee member Adam Posen's surprise decision to curtail his calls for further quantitative easing in the UK raises questions over the Bank of England's next move.

EUROPE

The FTSE 100 has dropped 2% as diminished expectations of more stimulus from the US Federal Reserve knock investor confidence.

PIMCO's Bill Gross has urged investors to stage a Steve McQueen-style 'Great Escape' from today's 'repressed' environment for returns.

Legal & General IM's Ben Gill expects the Bank of England may be forced to intervene to weaken sterling as it explores other forms of QE.

JAPAN ONE YEAR ON

ON EUROPE

In this Q&A Merlin manager and Jupiter CIO John Chatfeild-Roberts explains his thinking on financials and his fears over the impact of quantitative easing.