In the June 2018 edition of the Market Update: Inflation continues to creep higher and is close to or at 2% in major developed markets, although core measures of inflation remain below target. Despite slower-than-expected March-quarter growth in the US, there are signs of a stronger June … [Read more...]
2018 May edition of Godfrey Pembroke Monthly Market Update
In the May 2018 edition of the Market Update: The global economy lost some momentum in the March quarter, but fundamentals remain robust. US core inflation measures are rising, which is flowing through to longer-term expectations and pushing yields higher. The threat of a trade war … [Read more...]
2018 April edition of Godfrey Pembroke Monthly Market Update
In the April 2018 edition of the Market Update: The global economy is maintaining momentum and inflation is gradually moving higher in line with central bank targets. Growth in US average hourly earnings is still not showing conclusive evidence of a sustained pickup in wages. The threat … [Read more...]
2018 March edition of Godfrey Pembroke Monthly Market Update
In the March 2018 edition of the Market Update: Perhaps paradoxically, February’s market turmoil was a response to signs that the global economy is reducing slack. US employment and wage indicators led investors to take a more “inflationist” view, with a rise in yields pre-empting future Fed … [Read more...]
2018 February edition of Godfrey Pembroke Monthly Market Update
In the February 2018 edition of the Market Update: The global economy is benefiting from a broadbased, cyclical recovery, supported by higher levels of investment and accommodative monetary policy. The US economy ended 2017 on a slightly shaky footing, although the overall employment … [Read more...]
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