Review of the week: No rain, no rain
Economic data has been confusing for a while. Thankfully, there’s a central bank hiatus just big enough to slip Wimbledon into.
4 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
What to do when markets and data seem full of conflicting messages
13 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
Following China’s ‘great reopening’, growth is likely to accelerate this year. But we’re sceptical that it will be as successful as many are currently assuming. We expect the road ahead to be bumpy, the same sawtooth pattern that characterised other post-COVID re-openings. Longer term, this cyclical rebound is likely to give way to structurally slower growth.
1 min
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