Bank of England poised to cut rates but inflation worries linger
The Bank of England looks set to cut interest rates on Thursday for only the third time since just after the start of the ...
Remembering the ‘left tail’
The left “tail” is the unusually bad one. The global financial crisis was a left-tail event. So was the oil-price collapse in 2016. Put simply: Not good! From GS: ...
Dovish BoE officials cut rates in the face of hawkish forecasts
The BoE’s forecasts suggest it will only cut rates two more times over the next three years on the back of higher inflation and weaker underlying growth capacity. The 7-to-2 vote to cut rates with a ...
BoE’s grim outlook highlights scale of the challenge for Rachel Reeves
The weak outlook underlines the challenge facing chancellor Rachel Reeves after she pledged that growth was the government’s number one mission. It raised fresh questions about the fiscal outlook, ...
Donald Trump faces backlash from business as tariffs ignite inflation fears
Donald Trump faced a backlash from business groups and some in his own Republican party after kicking off a trade war by imposing steep tariffs on the US’s three largest trading partners.
Is Trump making the political weather for Labour?
Party struggles to convince on growth and improving services but risks mimicking the right to communicate ‘change’ ...
Is the US jobs market still looking solid?
Last week the Federal Reserve described the US labour market as “solid” and noted that the unemployment rate had stabilised. This week’s monthly jobs report on Friday will put that view to the test.
How to trade the trade war?
Global investors had time to prepare for Donald Trump’s tariffs but swift market reversals are keeping them on edge ...
FTSE 100 hits record high ahead of expected interest rate cut
Most sectors in the FTSE 100 were up, boosted by strong corporate earnings. AstraZeneca, the FTSE 100’s most valuable company, rose 4.8 per cent following better than expected results. Shares in ...
Transcript of FT interview with Olli Rehn
FT: In November, European Central Bank president Christine Lagarde suggested an alternative approach: do not retaliate immediately but try to find a constructive solution fast. If this initial stage ...
How flawed data is leaving the UK in the dark
Trouble at the Office for National Statistics means policymakers cannot rely on key economic numbers, including on employment ...
Market talk
The US labour market is also in focus next week with an update on hires and fires over December on Tuesday. Payroll data for January also arrives on Friday with 170,000 non-farm jobs expected to have ...