UK energy crisis calls for rethink on private debt mobilisation By Burhan Khadbai The UK faces a daunting task in raising the cash needed to fund its ambitious energy package…
UK Consumer Price Inflation was 9.9% in August, down from 10.1% in July. The pace of price increases remains uncomfortably high for the Bank of England amid stubborn core inflation Pound…
Reserves managers should reconsider fixed-income portfolios By Massimiliano Castelli and Philipp Salman According to the annual UBS Asset Management survey, inflation and/or the uncontrolled rise in long-term yields is a…
US bank, Citi, has forecast that CPI will hit 18.6% in January. It expects the energy price cap to rise to £3,717 in October, then to £4,567 in January and £5,816 in April. Higher prices for…
The BDI (Baltic Dry Index) lost both the 1,400 and 1,300 points threshold and now stands at 1,279 points – minus 41 since yesterday and 198 since last week’s (12/08)…
Market report 20 July 2022 Market report: Hotter inflation lifts rate rise expectations, Wall Street gains and Ether soars UK Inflation lifts to the scorching rate of 9.4%, highest since…
Asia’s role in Europe’s future Tuesday 19 July, 08:00 SGT With globalisation under pressure and new challenges threatening the investment opportunities, the open economies of Europe and Asia Pacific can…
All change for reserves managers Global Public Investor has been the cornerstone of OMFIF’s research portfolio since it was launched in 2013. This edition focuses solely on central bank reserves managers…
Market Report: Fears about inflation and recessions rattle global markets Wall Street indices rack up worst falls in the first half of the year for decades. Stocks in Asia take…
Uncomfortable realities behind ECB’s dilemma over fragmentation and inflation By David Marsh The European Central Bank’s complex planning for an anti-fragmentation facility for euro area unity could backfire – by…
Susannah Streeter, senior investment and markets analyst, Hargreaves Lansdown ‘’The latest temperature check of the UK economy shows the mercury rising again, with no end yet in sight to feverish price…
ECB to design new anti-fragmentation instrument By Lewis McLellan The return of inflation and a backdrop of rising rates have led to a rapid widening of European government bond spreads.…
Bungled monetary policy raises stakes for issuers and investors By Philip Moore Inflation and geopolitics have become the primary concerns of global public investors, supplanting the winding-down of central bank…
Corporate US making consumers pay for inflation By Julian Jacobs Amid historically high inflation of roughly 8.5%, it is unsurprising that corporations would pass along some of the burden in…
What reducing inflation means for BoE independence By Peter Sedgwick With inflation possibly approaching 10%, the Bank of England faces its toughest test since gaining independence in 1997. There is…
THE WEEKEND UPDATE Saturday 14 May 2022 Biden administration right to limit stock buybacks By Julian Jacobs In late March, the Biden administration decided to encourage Congress to pass legislation…
27 April 2022 Energy is weaponised, inflation rattles Wall Street but Lloyds Bank gallops away from economic woes Russia turns off gas taps to Poland and Bulgaria Brent crude marches…
GLOBAL & REGIONAL DAILY HIGHLIGHTS April 20 2022 Global Markets According to the IMF World Economic Outlook Report released yesterday, global growth is projected to slow from an estimated 6.1% in…
Europe needs action now on inflation to brake loss of euro trust By Jürgen Stark The European Central Bank’s asymmetric monetary policy approach, followed for several years, has now become…
THE DAILY UPDATE – Saturday 2 April 2022 Why the labour market won’t fuel US inflation By Julian Jacobs Despite low unemployment and high inflation, fears that tight labour markets…
Friday 25 March 2022 – Vol.13 Ed.12.5 Commentary: Central bankers will become heroes by retreating from inflation fray By David Marsh in London Central bankers look ready to retreat from a…
Susannah Streeter, senior investment and markets analyst, Hargreaves Lansdown: “After many months of scene setting, the curtain has finally gone up and the first dot in the interest rate plot…
The Bulletin, March 2022: Inflation: supply- or demand-led? THE WEEKEND REVIEW Latest opinion and analysis from OMFIF around the world 7 – 11 March 2022, Vol.13 Ed.10 The Bulletin, March 2022 Inflation: supply-…
Can central banks escape the inflation trap? Wednesday 2 March 2022 – Vol.13 Ed.9.3 Commentary: Central banks’ inflation trap: heading for a great escape or great reset? By Willem Middelkoop…
Inflation brews more problems for Unilever 10 February 2022 Inflation brews more problems for Unilever Susannah Streeter, senior investment and markets analyst, Hargreaves Lansdown ‘’The promise of share buy backs and…