Central banks (183)

Uncertainty abounds
Markets and economics

Uncertainty abounds

With geopolitical tension rising, we consider a fundamental choice confronting investors, and wha...

By Tim DraysonChristopher TeschmacherChristopher Jeffery

28 May 2024

6 min read

Rates, politics and asymmetric opportunities
Sonja Laud
Markets and economics

Rates, politics and asymmetric opportunities

When we started planning this publication back in March, markets were still pricing in a...
By Sonja Laud
09 May 2024
3 min read
Podcast: Patient Powell, China’s equity rally and oil – Market Talk
LGIM
Markets and economics

Podcast: Patient Powell, China’s equity rally and oil – Market Talk

With strong US growth and sticky inflation, why is Jay Powell still in patient mode on the intere...
By LGIM
03 May 2024
1 min read
Is a nasty inflation surprise on the menu?
James Carrick
Economics

Is a nasty inflation surprise on the menu?

Sharp jumps in public rents, utility bills and the living wage could lead to a stickier-than-hope...
By James Carrick
30 Apr 2024
3 min read
BoE gets closer to cutting rates
Markets and economics

BoE gets closer to cutting rates

A surprisingly dovish vote suggests the Bank of England will begin its interest-rate descent soon...

By James Carrick

25 Mar 2024

3 min read

Podcast: An alphabet of acronyms – Market Talk
LGIM
Markets and economics

Podcast: An alphabet of acronyms – Market Talk

PCE, CPI and PPI: all forms of measuring inflation and all likely to shape current thinking by th...
By LGIM
07 Mar 2024
1 min read
Chart of the month: The roulette of rate cuts
Christopher Jeffery
Markets and economics

Chart of the month: The roulette of rate cuts

What is the options market saying about the probability of the Fed not cutting rates this year?
By Christopher Jeffery
06 Mar 2024
1 min read
LDI chart update: Is the price now right?
Robert Pace
Markets and economics

LDI chart update: Is the price now right?

The spread of gilts over swaps rose steadily over 2023, as the market made room for supply. The...
By Robert Pace
29 Feb 2024
3 min read