Bank of England likely to hike sooner with inflation at 3%
Consumer price index (CPI) inflation remained at 3% in January, defying the consensus view that it would marginally dip to 2.9%.
Inflation
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4 factors driving inflation and what it means for investors
Inflation has been conspicuous in its absence since the financial crisis, in spite of the significant stimulus injected into many of the world’s major economies, according to Robert Lea, head of global equity research at Ashburton Investments.
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Will inflation remain absent?
During almost a decade of experimental monetary policy from central banks, inflation has been notable by its absence across most economies. With monetary policy beginning to diverge and unemployment falling, will it rear its head again or has it peaked?
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UK inflation falls for the first time since June
Having hit 3.1% in November, the Consumer Prices Index (CPI) 12-month rate fell to 3% in December, prompting suggestions UK inflation may have peaked.
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Beware of inflation risk
Inflation expectation is prioritised as a major risk in the fund managed by Patrick Brenner, head of multi-asset investment Asia at Schroders.
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UK inflation hits 3.1% but has it peaked?
November inflation has breached the 3% mark for the first time in nearly six years, but has it reached its peak?
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Inflation-linked bonds attractive despite uncertain outlook
Despite a murkier outlook for global inflation, there could be “positive surprises” ahead which make inflation-linked bonds an attractive diversifier, Fidelity International says.
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ANALYSIS: The Bank of England’s inflation conundrum
Hot on the heels of the US, the UK has reported weaker than expected inflation data and like its opposite number on the other side of the pond, the Bank of England is now faced with a quandary over rate rises.
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Record inflows for US inflation-linked bond ETFs
US inflation-linked bond ETFs saw record inflows in February, according to Lipper data. European investors are taking advantage of break-even inflation rates that are lower than they probably should be.
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ANALYSIS: Time to worry about inflation?
Inflation in the United Kingdom economy has crept up to within a hair’s breadth of the Bank of England’s target, and with rates down at 0.25% could the horse be about to bolt before the stable door is closed?
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ECB remains in wait-and-see mode as inflation picks up
The European Central Bank (ECB) is keeping its monetary policy unchanged, as ECB-president Mario Draghi expressed confidence that inflation in the Eurozone is “converging to our objective”.
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ANALYSIS: Are the bulls about to charge?
If the fund managers surveyed on a monthly basis by Bank of America Merrill Lynch are any indication, animal spirits have returned.