Review of the week: Central banks pause for thought
Last week’s round of central bank meetings sent a mainly consistent message. Most held interest rates on hold and suggested rates are now at (or very near) their peaks.
6 mins
Last week’s round of central bank meetings sent a mainly consistent message. Most held interest rates on hold and suggested rates are now at (or very near) their peaks.
6 mins
Breakthroughs in AI are exciting for investors, but we also see irrational exuberance.
7 mins
Will the big central banks making significant interest rate announcements this week follow the ECB’s lead and signal that rates have now peaked? And where might rates settle longer term?
6 mins
Like virtually everything else, the cost of energy is much higher than it used to be. Combined with higher interest rates, it should keep squeezing economic growth in the coming months.
7 mins
Hopes for a quiet summer were dashed by difficult-to-read economic data, swinging bond yields and holiday dramas.
4 mins
We take a look at the crucial role retrofitting needs to play in making buildings more sustainable, the challenges faced and the potential for investment opportunities in this area.
1 min
Rather than a slow fade, the American economy produced a surprise surge. Yet with inflation within touching distance of the 2% target, US interest rates may still peak soon.
9 mins
Interest rate hikes for the US and Europe are almost certain this week. All major central banks are getting close to calling time on rate increases, but the UK is likely to be the last to do so.
9 mins
We take a look at the impact that heating and cooling buildings is having on climate change, how technology changes can improve future outcomes and what this means for long-term investors.
1 min
Inflation is falling nicely in the US, will British CPI follow suit this week? Meanwhile, China battles deflation as its economy stutters.
6 mins
Markets and economic data have been sending conflicting signals. Technology shares are being snapped up as new AI applications like Chat GPT burst onto the scene. But most of the rest of the global equity markets remain in the doldrums, and government bonds have had a drubbing. But there are plenty of reasons to be cheerful as we look to relax and enjoy the rest of the summer.
1 min
Normally staid bond markets seem highly strung lately, but there are reasons to hope for some loosening up.
5 mins