Macro matters: Power grab
As data centres draw an ever-increasing amount of energy from the grid, fund managers are positioning themselves to benefit from the investments being made to keep up with demand
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Macroeconomics
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‘The Chancellor has a large task ahead’: UK GDP rises by 0.1%
While construction output increased by 0.4% in November last year, production output fell by 0.4%
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‘Not out of the woods yet’: UK inflation falls by 10 basis points in December
The CPI fall to 2.5% came in slightly below consensus forecasts
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UK unemployment rates remains unchanged at 4.3%
Salaries excluding bonuses increased by 5.2% between August and October this year
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Will bond yields stay higher for longer?
Rising likelihood of ‘higher for longer’ rates could make income assets more appealing
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UK wage growth ‘ticks stubbornly along’ at 4.8%
‘Significant slowdown in employee pay’ on the horizon, Quilter’s James warns
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Investment industry urges BoE to tread carefully following interest rate cut decision
The Monetary Policy Committee voted 8-1 in favour of a 25 basis-point cut to 4.75%
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Autumn Budget 2024: CPI inflation to average 2.5% in 2024
Will tick up to 2.6% in 2025, but fall to 2% by 2029
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Were markets too complacent about a soft landing scenario?
Investors became concerned that the US Federal Reserve made a policy error
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Crisis point: Concerns grow over mounting government debt levels
While global debt levels appear sustainable for the time being, they remain vulnerable to poor political management
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What will the French election result mean for financial markets?
Potential for broader political instability across Europe
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Nedgroup’s Landecker: Investors can’t ignore macro anymore
Not factoring in geopolitics is ‘madness’ and leads investors into ‘mine fields they should have known existed’