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Posts tagged ‘rate hike’

Short and Sharp: a softer Brexit but still a weaker pound



There are many anxieties for investors in global markets. The one keeping me up at night is Brexit. Having defied all the negative economic forecasts following last year’s Brexit referendum, the UK economy is now losing momentum. GDP growth in first quarter was just 0.2%, and 0.3% in second…

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Short and Sharp: The twisted relationship between central banks and inflation



Investors currently face the challenge of the Federal Reserve’s belief that monetary policy needs to be tightened, despite missing inflationary pressures. This is not just a U.S. phenomenon, it’s a global one. In the euro-area, core inflation remains stubbornly low, yet the European Central…

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