Inflation (202)

Podcast: US consumption, equity and credit divergence and copper – Market Talk
Markets and economics

Podcast: US consumption, equity and credit divergence and copper – Market Talk

Are tighter lending conditions finally impacting the US consumer? And what's behind the apparent...

By LGIM

24 May 2024

1 min read

Active ownership: engagement that matters
Michelle Scrimgeour
ESG and long-term themes

Active ownership: engagement that matters

People all over the world endured a difficult 2023, a year marked by geopolitical conflict, risin...
By Michelle Scrimgeour
25 Apr 2024
2 min read
From goldilocks to red riding hood
Christopher Jeffery
Markets and economics

From goldilocks to red riding hood

Illustrating the narrow path for US inflation levels: markets see a 90% chance of inflation falli...
By Christopher Jeffery
24 Apr 2024
2 min read
Podcast: Why ‘Goldilocks’ is in danger
Markets and economics

Podcast: Why ‘Goldilocks’ is in danger

Our CIO, Head of Asset Allocation and Head of Economics discuss the market outlook, with a focus ...
By LGIMAsset Allocation
12 Apr 2024
1 min read
UK budget – no surprises and no alarms
Markets and economics

UK budget – no surprises and no alarms

We believe the budget could support growth and reduce headline inflation this year, with the...

By James Carrick

07 Mar 2024

4 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
Podcast: Corporate America, China stimulus and cricket – Market Talk
LGIM
Markets and economics

Podcast: Corporate America, China stimulus and cricket – Market Talk

Given a slew of decent US corporate results, Ben Bennett, Investment Strategist, APAC, wonders if...
By LGIM
22 Feb 2024
1 min read
Pinning the tail on the donkey
Tim Drayson
Economics

Pinning the tail on the donkey

The output gap is one of the most important concepts for macro investors. Unfortunately, it is ve...
By Tim Drayson
19 Feb 2024
3 min read