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Report – read my lips we are recovering; and a very British forward guidance
• MPC has greater confidence in the modest economic recovery. Growth restrained by weak international activity. Little that monetary policy can do to alleviate this problem. This is as good as it gets for the time being. More
Stuart Thomson
Chief Economist, Co-Fund Manager
May 21, 2013 at 4:36pm
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Ignis Rates: Q2 key themes and outlook
It is a truth universally accepted that ultra-loose monetary policy has driven global financial markets over the past five years. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Apr 30, 2013 at 11:44am
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Cyprus represents 0.2% of European GDP but the implications of the crisis are far reaching
We believe that the depositor levies on Cyprus represent a fundamental change in European policy. The Troika have made it clear that the contribution of €5.8bn from depositors is non-negotiable but that it is up to Cyprus how these funds are raised. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Mar 21, 2013 at 10:15am
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France is not bankrupt, but neither is it AA+ and spreads versus Germany are too tight
• The economic performance gap between France and Germany is wide and set to grow further in the next eight months, yet the benchmark 10yr spot spread has continued to grind tighter. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Feb 20, 2013 at 10:11am
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Key economic themes for the year ahead
We are now halfway through the VILE decade, typified by Volatile Inflation and Limited Expansion. Limited expansion means growth that is above zero but below productive potential. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Jan 25, 2013 at 11:28am
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The World Should be Careful What Japan Wishes for
Lower House elections will take place this weekend in Japan, which are expected to precipitate a material change in economic, monetary and foreign exchange policy. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Dec 14, 2012 at 12:08pm
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Mark Carney and other Fairground Attractions
There will be a further £6.1bn worth of Bank of England Quantitative easing (QE) next March to reinvest the redemption proceeds from the Bank’s holdings of the 4.5% 2013 gilt. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Nov 30, 2012 at 5:09pm
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