Economy
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ECB cuts rates for 7th time with two more expected in 2025 before tide turns
The European Central Bank has delivered its seventh interest rate cut in a year and there are two more to come in…
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PIMCO: Overall US tariff level still high despite exemptions
The president has signalled some flexibility on tariffs but remains committed to his broader trade policy agenda. Libby Cantrill, Head of Public…
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UK inflation falls again – but advisers urged to look beyond the headline rate: the industry reacts to latest data
After a long stretch of economic unease, UK inflation has continued its downward trajectory, with the Consumer Prices Index (CPI) falling to…
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UK jobs market hits milestone as job vacancies fall to lowest level in nearly 4 years: the industry reacts
The ONS has reported in the latest wages and employment data including UK jobs figures this morning. These data show unemployment has…
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UK economy bounces back with surprise growth in February but global turmoil clouds outlook | Industry reaction to GDP data
The UK economy delivered a welcome surprise in February, posting a 0.5% rise in GDP and hinting at a potential turnaround following…
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PIMCO: Assessing the US economy’s trajectory amid higher tariffs
Tariff policies have the potential to drive stagflation in the U.S. and contraction in other countries, and to complicate the Federal Reserve’s…
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The U.S. economy’s trajectory amid higher tariffs: analysis from PIMCO economist, Tiffany Wilding
Tariff policies have the potential to drive stagflation in the U.S. and contraction in other countries, and to complicate the Federal Reserve’s…
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Trade tension escalated quickly amid weak prices: AXA IM’s Yingrui Wang – China reaction:
China’s latest inflation data point to continued domestic weakness, with both consumer and producer prices remaining in negative territory. Dr Yingrui Wang,…
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PIMCO’s Libby Cantrill on tariff turbulence: What to watch, including possible constraints
While the path may have twists and turns, the destination seems clear: higher U.S. tariffs. Despite the significant market drawdown, the White…
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Liberation day ironies: Artemis’ Paras Anand highlights the strategic void behind Trump’s trade war
In his latest analysis for IFA Magazine, Paras Anand (pictured), CIO of Artemis, reflects on the deep ironies of “Liberation Day”—drawing a…
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