Interest Rates

JULY

27JUL 2017

Economics

Fed leaves rates on hold and balance sheet reduction is coming soon

The combination of balance sheet reduction and low inflation suggests there may not be another rate hike in 2017.

26JUL 2017

Economics

UK GDP growth remains sluggish

Ongoing imbalances, the squeeze on households and weak growth should stop the Bank of England from hiking rates.

25JUL 2017

Economics

The FTSE in 2017: six charts that tell the story so far

The UK stockmarket rose in the first half of 2017 in the face of political and economic uncertainty. We look at why and what the future may bring.

18JUL 2017

Economics

Surprise fall in UK inflation makes an interest rate rise unlikely

The figures show further signs of the squeeze on household budgets. We continue to expect the Bank of England to keep interest rates steady until 2019.

12JUL 2017

Economics

European banks: why investors should still be choosy even as prospects brighten

Bank shares have been supported by expectations of higher interest rates but these could take some time to materialise. We prefer banks that are less reliant on the rate backdrop and note UK banks look attractive for patient investors.

10JUL 2017

Economics

Why interest rates predictions have suddenly shifted

The market forecast for the first rise in UK interest rates has moved closer. We explain why.

04JUL 2017

Economics

TalkingEconomics: Global liquidity and emerging markets

Emerging markets have benefited from an extremely accommodative environment but global liquidity conditions are becoming less easy than they used to be. We look at where the vulnerabilities may lie.

03JUL 2017

Economics

Seven charts that caught our eye in June

We highlight a few of the charts we found interesting this month, including a roundup of stockmarkets, a warning to bulls and a global infrastructure deficit .

JUNE

26JUN 2017

Economics

Where next for the global economy?

Keith Wade gives a mid-year overview of the global economic outlook. Topics include fading political risk in the eurozone, challenges posed by Brexit, prospects for the “Trump trade” and a discussion of current low market volatility.

16JUN 2017

Economics

Russian central bank cuts rates but alters tone

The Russian central bank cut its headline interest rate by 25bps, in line with expectations, but changed its outlook for the pace of future easing.