Visit/analysis/opinion/600872/ken-griffin-inflation-surprise
Ken Griffin: inflation will catch markets entirely by surprise
Coronavirus may be the most immediate threat to markets right now, but there are several longer-term ones, says Ken Griffin of investment firm Citadel…
20 Feb 2020
Visit/economy/inflation/600799/federal-reserve-inflation-money-printing
Here’s why the Federal Reserve might print more money before 2020 is out
The Federal Reserve wants to allow US inflation to run “hot” for a while. But that’s just an excuse to keep interest rates low – and possibly print mo…
10 Feb 2020
Visit/economy/600723/mmt-beware-the-great-inflation-game
MMT: beware the great inflation game
A decade of ever more outrageous monetary experimentation by central banks will soon culminate in steeply rising prices. Make sure you hold gold, says…
31 Jan 2020
Visit/economy/uk-economy/600749/carney-leaves-the-bank-of-england-not-with-a-bang-but-a-whimper
Carney leaves the Bank of England, not with a bang, but a whimper
In Mark Carney's final rate-setting meeting as governor of the Bank of England, the Monetary Policy Committee has voted to keep interest rates where t…
30 Jan 2020
Visit/economy/us-economy/600747/its-still-inflation-or-bust-as-far-as-the-fed-is-concerned
It’s still “inflation or bust” as far as the Fed is concerned
The latest interest-rate meeting of the US Federal Reserve has confirmed what markets already knew – central banks are pursuing "inflation or bust” po…
30 Jan 2020
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Money Minute Wednesday 18 December: UK inflation and German confidence
In today's Money Minute we have the latest UK inflation rate, and a snapshot of business confidence in Germany.
18 Dec 2019
Visit/519587/its-inflation-or-bust-as-far-as-the-us-federal-reserve-is-concerned
It’s inflation or bust as far as the Federal Reserve is concerned
The US Federal Reserve decided not to raise interest rates at its latest meeting, preferring to wait until inflation really takes off. John Stepek exp…
12 Dec 2019
Visit/518833/money-minute-friday-29-november-uk-house-prices-newspaper-results-and-eurozone-inflation
Money Minute Friday 29 November: UK house prices, newspaper results and eurozone inflation
Today's Money Minute looks to the latest reading on house prices from Nationwide, plus results from newspaper publisher Reach, and inflation in the eu…
29 Nov 2019
Visit/517430/the-road-to-an-era-of-inflation
The death of value investing and the road to an era of inflation
John Stepek talks to Dylan Grice, co-founder of Calderwood Capital, about inflation, duration and the “death” of value.
31 Oct 2019
Visit/516525/money-minute-wednesday-16-october-house-prices-and-inflation
Money Minute Wednesday 16 October: house prices and inflation
In today's Money Minute, we get the latest numbers on UK house prices and inflation.
16 Oct 2019
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Money Minute Friday 11 October: funds, inflation and confidence
In today's Money Minute we have trading updates from fund managers, EU inflation data, and US consumer confidence.
11 Oct 2019
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Money Minute Thursday 10 October: trade war talks, UK manufacturing and US inflation
Today's Money Minute sees the start of the next round of trade talks between China and the US; the latest figures on UK manufacturing output; and US c…
10 Oct 2019
Visit/516171/money-minute-wednesday-9-october-japans-pipeline-inflation
Money Minute Wednesday 9 October: Japan's “pipeline inflation”
In today's Money Minute we’ll get data on producer price inflation and machinery orders in Japan.
9 Oct 2019
Visit/515327/chart-of-the-week-us-inflation-follows-oil-and-gold
Chart of the week: US inflation follows oil and gold
Bonds advanced after the attack on Saudi Arabia, with investors ignoring the potential for a rise in inflation. This chart also suggests they are bein…
23 Sep 2019
Visit/515122/money-minute-wednesday-18-september-uk-inflation-and-us-interest-rates
Money Minute Wednesday 18 September: UK inflation and US interest rates
In Wednesday's Money Minute, we get the UK inflation figures for August, and America's latest decision on interest rates.
18 Sep 2019
Visit/514597/money-minute-tuesday-10-september-uk-employment-and-wage-inflation-figures
Money Minute Tuesday 10 September: UK employment and wage inflation figures
Tuesday’s Money Minute looks at today’s release of UK employment and wage inflation data.
9 Sep 2019
Visit/511162/chart-of-the-week-french-wage-inflation
Chart of the week: French wage inflation gathers pace
Unemployment in France is at a ten-year low, which is creating production bottlenecks and boosting the annual rate of wage inflation.
16 Jul 2019
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UK inflation little changed in May
The inflation rate in the UK was little changed in May, compared to last month. Here, John Stepek looks at what's been happening to prices in the UK.
19 Jun 2019
Visit/506085/get-set-for-an-inflation-scare
Get set for an inflation scare
Investors are getting complacent about inflation. They should prepare themselves for a fright.
3 May 2019
Visit/505130/amazon-boss-jeff-bezos-is-calling-for-a-wage-price-spiral-inflation-is-coming
Amazon boss Jeff Bezos is calling for a wage-price spiral – inflation is coming
Pressure is building by the day for higher inflation, and the Amazon founder's call for higher minimum wages is just the latest expression of that. Jo…
12 Apr 2019
Visit/504027/inflation-will-surprise-investors
Inflation will surprise investors
Central banks have revised down their inflation expectations. But the current subdued rate may not last.
29 Mar 2019
Visit/501925/inflation-brexit-and-slowing-economic-growth-its-a-busy-week-for-britain
Inflation, Brexit and slowing economic growth: it’s a busy week for Britain
With another Brexit vote and inflation figures released in the UK, and US and China continuing to haggle over trade, John Stepek looks to the week ahe…
11 Feb 2019
Visit/501771/what-if-inflation-doesnt-arrive
What should income investors do if inflation doesn’t arrive?
With interest rates rising during 2018, and market murmurs about inflation, income investors might have been hoping for juicier opportunities this yea…
8 Feb 2019