Inflation

02NOV 2017

Markets

Metals, bitcoin bubbles, consumers: eight market charts from October

We round-up eight charts that caught our eye in October, including soaring palladium and bitcoin prices, consumer spending, changing China and sentiment.

OCTOBER

31OCT 2017

Economics

Europe is booming

Strong growth and falling inflation means investors can continue to enjoy the Goldilocks environment.

06OCT 2017

Markets

Why high beer prices could give investors a hangover

Increased competition, high valuations and the return of inflation could spell trouble for food & drink stocks.

04OCT 2017

Economics

From QE to QT - whither global liquidity?

In this month's TalkingEconomics, our economists discuss global liquidity, the outlook for UK interest rates and falling inflation in emerging markets.

SEPTEMBER

25SEP 2017

Markets

With the German election over, it’s time to focus on Europe’s growth opportunities

With Angela Merkel set for a fourth term as Chancellor, we think the market’s focus should return to Europe’s strengthening economy.

21SEP 2017

Economics

US Fed likely to hold fire despite hawkish intent

The central bank aims to raise rates but further evidence of inflation picking up is still needed.

18SEP 2017

Economics

Emerging markets, inflation and political risk – a summary of the world economy

This month we focus on the factors keeping global economic activity strong, why the outlook for emerging markets is bright except in India and the risks facing Europe and the UK.

14SEP 2017

Markets

Gold is under-owned by investors… for now

There could be a great rebalancing from passive ETFs and other traditional investments back towards gold, which would boost demand for gold and gold-related equities for years to come.

04SEP 2017

Markets

Chart attack: Seven market snapshots from August

Solar, bitcoin, tech and tea all feature among the seven charts that caught our eye last month.