Rate cut expectations being scaled back by investors – AJ Bell’s Mould
Equities could come under pressure
interest rates
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Investment industry urges BoE to tread carefully following interest rate cut decision
The Monetary Policy Committee voted 8-1 in favour of a 25 basis-point cut to 4.75%
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Calastone: Equity funds suffer worst outflows on record
Bonds balloon by £631m while money markets increase £402m
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Autumn Budget 2024: CPI inflation to average 2.5% in 2024
Will tick up to 2.6% in 2025, but fall to 2% by 2029
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BofA: Investor optimism surges on back of rate cuts and soft landing hopes
Managers have upped equity and lowered bond allocations at a record rate, according to the BofA October global fund manager survey
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UK inflation falls below target for first time in three years
Conditions appear ‘ripe for another rate cut’, according to industry commentators
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How aligned is the Fed Committee on rate cuts?
IG Group North America CEO JJ Kinahan discusses Fed appetite ahead of meeting minutes release
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‘An unprecedented surge in demand’ ahead for bonds as investors ditch cash
Most institutional investors expect up to $2.5trn of capital from money market funds to re-enter bond markets
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Chinese markets soar following announcement of ‘aggressive’ stimulus package
People’s Bank of China has announced measures to guide growth back to its 5% target
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Interest rates stay at 5% as ‘dark clouds gather once again’ over the UK
The Bank of England held interest rates after an uptick in inflation in August
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Federal Reserve cuts interest rates by half a percentage point
Industry commentators weigh in on Fed’s 50 bps decision
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UK inflation stays at 2.2% in August – but a rate cut still seems unlikely
Headline inflation may seem rosier, but August dealt ‘another headache’ for the BoE as inflationary pressures mount