Review of the week: Running hot and cold
Inflation is falling nicely in the US, will British CPI follow suit this week? Meanwhile, China battles deflation as its economy stutters.
6 mins
Inflation is falling nicely in the US, will British CPI follow suit this week? Meanwhile, China battles deflation as its economy stutters.
6 mins
Normally staid bond markets seem highly strung lately, but there are reasons to hope for some loosening up.
5 mins
Economic data has been confusing for a while. Thankfully, there’s a central bank hiatus just big enough to slip Wimbledon into.
4 mins
The Bank of England is throwing the kitchen sink at runaway inflation. Will it be enough, and are there some things that are outside its control?
7 mins
UK inflation may shock gilt markets this week. But if so it’s likely to be a passing phase as price rises continue to cool over the summer.
4 mins
The UK labour market is in a huge state of flux. The population is ageing fast, people are retiring earlier and changes to immigration are leading to a lack of ‘unskilled’ workers.
6 mins
UK inflation simply won’t drop as fast as everyone hopes, leading the Bank of England to admit it needs a new model. Meanwhile, a compromise is proposed to kick the can on the US debt ceiling till after the next election.
6 mins
Inflation can often seem an abstract concept. Not lately, though: everyone is keenly aware of soaring prices. Is inflation finally starting to drop?
6 mins
There’s a disconnect between how everyone feels and how stock markets are moving. Meanwhile, the US debt ceiling looms ever larger.
7 mins
A King is crowned and most of England went to the polls last week. Coming up is a Bank of England rate hike and an update for American inflation.
5 mins
Investors are fearful of an earnings recession as reporting season steams ahead. Meanwhile, China’s first-quarter GDP estimate suggests its recovery is proving uneven
5 mins
Markets are riven over weighty questions about the economic strength of our households and businesses clashing with higher living costs, and all the while lurks the menace of unknown consequences created by a rapidly changed world.
6 mins