Stocks Hit a Record Amid Strong Earnings and Easing Inflation Concerns
Corporate earnings are coming in strong. Investors are also seeing the Trump administration take a less aggressive approach ...
Bank of Japan raises policy rate to 0.5% and signals further increases
In a well-trailed move, the Bank of Japan on Friday raised the policy rate by 0.25 percentage points, taking it to 0.5 per ...
The ECB needs a rethink of its policy approach
Experience suggests that abundant and cheap money is not a harbinger of price or financial stability, much less of sustained ...
Trump town
In another twist, Trump has also expressly ruled the Fed out of creating a central bank digital currency and instead appears ...
UK interest rates have a long way yet to fall, says Goldman Sachs
Goldman’s forecast is for just 0.9 per cent UK GDP growth this year, which is a lot lower than consensus (1.3 per cent), the ...
UK consumer confidence falls sharply in January
UK consumer confidence fell sharply in January to the lowest level in more than a year as a spike in government borrowing ...
Bank of Japan expected to raise rates on Friday with inflation and wages ‘on path’
The Bank of Japan is likely to raise rates at its January 24 meeting following recent supportive comments from BoJ governor Kazuo Ueda and deputy Ryozo Himino.
Fed to keep rates on hold for ‘foreseeable future’, Pimco says
US central bank will wait for more details of Trump’s policies before resuming cuts, says bond manager’s investment chief ...
The Magnificent Seven in Trumpland
The Mag Seven are such a huge part of the US stock market that a change in their fortunes amounts to a change in the character of the whole market. So what is going on here? It would be most welcome ...
Trump’s victory could be disinflationary (eventually)
After experience of Biden administration, fighting price rises likely to be political priority over targeting economic growth ...
Mid-level jewellers shift upmarket as clients demand exclusivity
Richer customers less exposed to inflation are driving brands to target the high end, opening up the mid-market for others ...
Dovish risks growing for the ECB
The balance of macroeconomic risks has shifted from concerns about high inflation to concerns about low growth,” said vice-president Luis de Guindos in a mid-January speech. December’s change in ...