Late cycle (70)

Where is the US recession?
Economics

Where is the US recession?

It's the third quarter and still no recession. Has it been postponed or averted?

By Tim Drayson

31 Jul 2023

3 min read

Podcast: Inflation prints, fiscal rules and the G20
LGIM
Markets and economics

Podcast: Inflation prints, fiscal rules and the G20

In this episode of Market Talk, Chris Jeffery, Head of Rates and Inflation Strategy, wonders if t...
By LGIM
14 Jul 2023
1 min read
China’s local government leverage: elephants in the room
Matthew Rodger
Markets and economics

China’s local government leverage: elephants in the room

The strains in China's property sector are also raising risks among local governments.
By Matthew Rodger
12 Jul 2023
3 min read
Value versus growth: more than meets the eye
Andrzej Pioch
Markets and economics

Value versus growth: more than meets the eye

It's easy to see the appeal of simplistic explanations, but detailed analysis shows the...
By Andrzej Pioch
11 Jul 2023
3 min read
If it isn’t hurting, it isn’t working
Markets and economics

If it isn’t hurting, it isn’t working

The Bank of England has little choice but to continue raising rates until the pips squeak.

By Christopher Jeffery

05 Jul 2023

3 min read

Chart of the month: what we talk about when we talk about inflation
Christopher Teschmacher
Markets and economics

Chart of the month: what we talk about when we talk about inflation

Continued tightness in the labour market has led to sticky inflation in less scalable parts of th...
By Christopher Teschmacher
03 Jul 2023
1 min read
The Fed’s hidden hand in global monetary policy
Emiel van den Heiligenberg
Markets and economics

The Fed’s hidden hand in global monetary policy

Recent rate hikes ahead of the Fed's meeting later this week reflect the far-reaching influence o...
By Emiel van den Heiligenberg
13 Jun 2023
3 min read
Podcast: US tightening, China easing – Market Talk
LGIM
Markets and economics

Podcast: US tightening, China easing – Market Talk

Why is the US having to withdraw liquidity from the system? And why have the Chinese authorities...
By LGIM
06 Jun 2023
1 min read