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Inflation

The end of the bond bull market and the return of inflation
Queues of shoppers in Peru ©
Inflation

The end of the bond bull market and the return of inflation

Central bank stimulus, surging post-lockdown demand and the end of the 40-year bond bull market. It all points to inflation, says John Stepek. Here’s …
30 Jun 2020
Investors beware: inflation will return
Pedestrian wearing a face mask on a deserted street © TOLGA AKMEN/AFP via Getty Images
Inflation

Investors beware: inflation will return

Central bankers have unleashed unprecedented monetary stimulus in response to the Covid-19 pandemic. For the moment inflation is quiescent. But that w…
26 Jun 2020
A year’s worth of inflation in a single month
People in a supermarket © Richard Baker / In Pictures via Getty Images
Inflation

A year’s worth of inflation in a single month

A recent study suggests inflation could be a much bigger problem than many people think. Markets are certainly not pricing it in. John Stepek explains…
18 Jun 2020
It may not look like it, but inflation is coming our way. Here's how to invest
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It may not look like it, but inflation is coming our way. Here's how to invest

We’re in the middle of a huge global recession. And central bank money printing didn’t lead to inflation after 2008. So why are we saying that it will…
11 Jun 2020
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Ten reasons inflation could be set to return
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Inflation

Ten reasons inflation could be set to return

We’ve been living in fear of inflation for over 40 years. Now, however, it could finally be coming. Dominic Frisby outlines ten compelling reasons why…
10 Jun 2020
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Ken Griffin: inflation will catch markets entirely by surprise
Inflation

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
Here’s why the Federal Reserve might print more money before 2020 is out
Inflation

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

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MMT: beware the great inflation game
Economy

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
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Carney leaves the Bank of England, not with a bang, but a whimper
UK Economy

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
It’s still “inflation or bust” as far as the Fed is concerned
US Economy

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
Money Minute Wednesday 18 December: UK inflation and German confidence
Economy

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
It’s inflation or bust as far as the Federal Reserve is concerned
Economy

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
Money Minute Friday 29 November: UK house prices, newspaper results and eurozone inflation
Economy

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
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The death of value investing and the road to an era of inflation
Investment strategy

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
Money Minute Wednesday 16 October: house prices and inflation
Economy

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
Money Minute Friday 11 October: funds, inflation and confidence
Economy

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
Money Minute Thursday 10 October: trade war talks, UK manufacturing and US inflation
Economy

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
Money Minute Wednesday 9 October: Japan's “pipeline inflation”
Economy

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
Chart of the week: US inflation follows oil and gold
Economy

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
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Money Minute Wednesday 18 September: UK inflation and US interest rates
Economy

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
Money Minute Tuesday 10 September: UK employment and wage inflation figures
Economy

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
Chart of the week: French wage inflation gathers pace
Economy

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