205 insights found

Iggo's insight

Bad, worse or just dandy

At some point, higher inflation could provoke a tightening of monetary policy that is beyond what is priced into markets.

Iggo's insight

Pay them and they will come?

The needles on the indicators of investment sentiment are all pointing down.

Iggo's insight

Autumn dawns and the living doesn’t get easier

The recovery keeps hitting speed bumps caused by supply side disruptions. The latest is the surge in energy prices

Iggo's insight

A modest interest rate cycle cometh…maybe

Central bankers have set out how they want to “normalise” monetary policy for some time.

Iggo's insight

4,000 buses coming

The green borrowing strategy of the UK government kicks off soon with the sale of the first green gilt

Iggo's insight

Bumps in the road

Numerous factors continue to impact on the production and distribution of goods and the smooth operation of labour markets. Output numbers can be impacted and investor sentiment might be challenged b ...

Iggo's insight

Real uncertainty

Climate change poses a risk to future economic growth. It also poses the threat of frequent and potentially damaging shocks to output.

Iggo's insight

The supply wobble

The pandemic has disrupted global supply in product and labour markets. This

Iggo's insight

More of the same

The second half of 2021 will be pretty much like the first half. Liquidity is plentiful and that will support asset prices. Short-term changes in sentiment will be driven by COVID news and central ba ...