Author Archive for John Greengrass

fifth anniversary of the 0.5% UK bank base rate

In this week’s bulletin: Market nerves heightened as Ukraine crisis deepens. German corporates offer strong investment opportunities. US economic data reflects the extent of America’s ‘big freeze’. The week brings the fifth anniversary of the 0.5% UK bank base rate.…

Inflation falls below target

In this week’s bulletin: The Fed’s confidence in the health of the US economy highlights continued support for further tapering of QE. The recent flurry of corporate activity suggests that confidence is returning to corporate boardrooms. Emerging markets offer up…

Severe winter explains poor US economic data but fans global market uncertainties

In this week’s report: Severe winter explains poor US economic data but fans global market uncertainties Corporate America’s capital expenditure remains weak while shareholders reap rewards UK commercial property revival set to continue in 2014 on wider UK economic recovery…

The volatility in emerging markets has spurred a switch out of equities into bonds.

In this week’s bulletin: Global equities sustained sharp losses amid the turmoil in emerging markets. Developing nation central banks raise interest rates to ease currency pressures. The volatility in emerging markets has spurred a switch out of equities into bonds.…

Mark Carney says “no immediate need to increase interest rates”

In this week’s bulletin: Argentina’s currency woes are felt across global financial centres. A sell-off of equities has followed concerns over emerging markets. The UK’s recovery is expected to spur dividend payments in 2014. Mark Carney says “no immediate need…

World leaders in Davos scrutinise the health of the global economy

In this week’s bulletin: World leaders in Davos scrutinise the health of the global economy. Loose monetary policy creates conditions for a sustained recovery. The World Bank urges emerging markets to pursue investment and output. Global equities assess mixed economic…

Prime Minister David Cameron makes pledges over pensions

In this week’s bulletin: China to overtake the US as the leading trading nation of goods. Data dampens recent confidence in the UK and US recovery. The European Central Bank says policy will remain accommodative. Prime Minister David Cameron makes…

Britain is now one of the fastest growing economies in the developed world

In this week’s bulletin: Global equity markets enter 2014 with an outstanding year behind them. Further signs indicate that the US economy’s recovery will gather pace in 2014. Britain is now one of the fastest growing economies in the developed…

Deflation fears rise in the eurozone and fall in Japan

In this week’s bulletin: The Fed will start to taper quantitative easing (QE). The UK’s economic recovery is household and consumer-driven. Deflation fears rise in the eurozone and fall in Japan. The strong run for equities could continue in 2014.…

Equity markets are no longer cheap, but they are also not expensive

In this week’s bulletin: Markets are dipping amid profit-taking and anticipation of US central bank policy. The five years since the Federal Reserve cut interest rates have been a positive environment for most asset classes. Equity markets are no longer…