Economy Archives - Perspective Group

Tatton Weekly – 27th July 2018

Japan’s yield curve dilemma Bank of Japan (BoJ) governors meet next week, amid reports that they are considering changing certain key aspects of their monetary policy. Since 2013, the bank has used a host of unconventional measures to spur inflation…

1st August 2018

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Tatton Weekly – 20th July 2018

A technical view: are markets about to go risk on? It’s been a funny year so far, swinging from extreme optimism at the start of 2018 to the other end of the spectrum, making markets jittery and increasingly sensitive to…

1st August 2018

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Tatton Weekly – 13th July 2018

As good as it gets? Investment strategy update The past week was incredibly busy at Tatton’s headquarters in the heart of the City of London. It was investment committee week during which we look at many, many macroeconomic and capital…

16th July 2018

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Tatton Weekly – 6th July 2018

Why we should expect the Bank of England to raise rates Bank of England governor Mark Carney was upbeat about the UK economy this week. At a speech in Newcastle on Thursday, the BoE chief said that “the incoming data…

16th July 2018

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Tatton Weekly – 29th June 2018

Emerging Markets: US$ and China dragging the pack down Emerging market (EM) investments have been under strain recently. Wednesday delivered a fresh blow, as both EM currencies and equities took a dive, seemingly prompted by fears over trade tensions with…

3rd July 2018

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Tatton Weekly – 22nd June 2018

Bank of England’s hawkish non- rate rise £-Sterling spiked on Thursday after the Bank of England’s (BoE) Monetary Policy Committee (MPC) appeared more hawkish (inclined to raise rates) than markets expected. The MPC voted in favour of maintaining interest rates…

29th June 2018

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Tatton Weekly – 15 June 2018

G7 becomes G6 + 1 Drama at the G7 summit in Canada earlier this week. After US officials initially supported a communique which committed the participants to “fighting trade barriers”, Donald Trump pulled his endorsement after a spat with Canadian…

29th June 2018

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Tatton Weekly – 1 June 2018

UK economy – political doldrums create noticeable drag Whether having voted Remain or Leave, the lack of meaningful progress in Brexit talks and the effect this has on the UK economy is not good news. The Italian Job Italy’s political drama not…

29th June 2018

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Tatton Weekly – 25th May 2018

Trade Trumplomacy: Advantage China Trade relations had a rollercoaster ride over the past week. On Monday US Treasury Secretary Mnuchin said the US and China were putting the trade war “on hold” while the framework was being discussed which buoyed…

29th May 2018

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UK economic growth disappoints

Mounting speculation over inflation drove up government bond yields around the world in the middle of April, and the benchmark UK gilt yield closed as high as 1.54% during April. Sterling rallied against the US dollar in the middle…

24th May 2018

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Economy - Page 8