29 November 2017
Investing
Thoughts on the flattening of the US yield curve
The US yield curve has been flattening all year, that’s to say, the gap between long-term US bond yields and […]
29 November 2017
31 May 2017
Investing
A beginner’s guide to responsible investing
Sustainable development, or the concept of economic development that meets the needs of the present without compromising the needs of […]
17 March 2017
Markets and central banks
Chart of the week – new ructions in crude oil market
Having stablised since the start of 2017, oil prices have dropped by over 10% in the week ending 17 March […]
25 November 2015
Thought leadership and the outlook
Chart of the week – Automation and the future of jobs
Andy Haldane questions whether technology – particularly automation – will, in the near future, have a greater effect on the labour market than in the past.
02 October 2015
Markets and central banks
Thinking aloud, about the future of money and monetary policy
The Bank of England’s chief economist Andy Haldane thinks aloud about money and the future of monetary policy.
28 September 2015
Markets and central banks
Chart of the week – a new dot plot from the Federal Reserve
Following the 16-17 September FOMC meeting, the Fed has released its latest dot plot, showing members’ prediction for fed fund rates over the coming years.
15 September 2015
Thought leadership and the outlook
Real interest rates – why are they so low?
Since the early 1980s, there is clear evidence of a steady decline in real interest rates largely linked to the residential real estate market.
28 August 2015
Markets and central banks
A rate hike from the Federal Reserve this year? Definitely maybe….
Will the Fed raise interest rates to signal the ‘progress in healing the trauma of the financial crisis’ that chair Yellen announced in June 2015?
10 July 2015
Markets and central banks
Chart of the week: ultra-low interest rates – when the unthinkable becomes routine…
This week’s chart of the week comes from the 85th annual report of the Bank for International Settlements (BIS), an […]
01 June 2015
Thought leadership and the outlook
Imploding populations in Japan and Germany
Developing policies to address questions that arise in the face of population ageing is a huge challenge for governments because there is no precedent.
29 April 2015
Markets and central banks
Equity holdings on the rise among official institutions
Assets managed by official institutions have risen significantly in recent years making them a powerful force in financial markets. A […]
10 February 2015
Investing
Chart of the week – Bund yields turn Japanese
Source: BNP Paribas Asset Management, Bloomberg as of 10/02/15. 3 February 2015 will go down in history for bond buffs […]
29 January 2015
Investing
Positive bond yields in the eurozone – get them while you can
January 2015 has seen the eurozone bond market rally to historical lows across all maturities. Abundant global liquidity, mainly from […]
13 November 2014
Markets and central banks
Charts of the week: the end of interest rates?
This time around, our Charts of the Week focus on the decline in real interest rates, which have this year reached remarkably low levels. It’s a trend that naturally begs the question “why?”
29 October 2014
Thought leadership and the outlook
Going down: falling inflation complicates the task for central banks
Inflation has fallen significantly in the eurozone this year, forcing the ECB to announce a series of measures to head off deflation. So far, though, there is little sign of an end to the disinflationary trend.
12 September 2014
Markets and central banks
A beginner’s guide to the referendum in Scotland
On 18 September, residents of Scotland will be asked, ‘Should Scotland be an independent country?’ Here’s a short overview of the Scottish referendum.
01 September 2014
Insights on market events
Secular stagnation* – gloom and doom….
The constraints of the zero lower bound means developed economies may be confronted with the prospect of a future of chronically weak demand and slow economic growth
26 June 2014
Markets and central banks
Lower lowflation in the eurozone
Inflation rates have fallen significantly in the eurozone this year and led the ECB to announce, on 5 June, a packet of measures to head off deflationary threats. The jury is now out on how effective these measures will be.
