ANALYSIS: Has Abenomics saved Japan’s ‘lost generation’?
Japan’s economy is beginning to show signs of life. Is this another false dawn, or a sign that prime minister Shinzo Abe’s reforms are working?
Inflation
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UBS slashes fees on fixed income ETF range after AuM soars
UBS Asset Management has slashed the fee on its ETF Barclays fund after attracting $470m (€437m) of inflows in less than seven months.
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Eurozone inflation hits three-month low as euro sees more losses
The March eurozone inflation figure decelerated to its lowest rate in three months as the euro lost further ground against the pound on Wednesday (19 April).
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ANALYSIS: Go for gold amid political chaos and reinflation
Rising inflation, the US missile attack on Syria and new tensions with Iran, North Korea and Russia have all helped to bring gold into play in recent weeks.
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Record inflows for US inflation-linked bond ETFs
US inflation-linked bond ETFs saw record inflows in February, according to Lipper data. European investors are taking advantage of break-even inflation rates that are lower than they probably should be.
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Are inflation-linkers the right answer to reflation?
Inflation-linked bonds have been a popular trade in recent months, and investors plan to continue buying more as inflation expectations are being revised upwards. But can you really tame the spirits of reflation with inflation-linkers?
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Energy price rise pushes eurozone inflation to 2%
Eurozone inflation has hit the ECB’s target of 2% for the first time in four years, Eurostat announced today. The rise in inflation is mainly due to a 9.2% y-o-y rise of energy prices.
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ECB remains in wait-and-see mode as inflation picks up
The European Central Bank (ECB) is keeping its monetary policy unchanged, as ECB-president Mario Draghi expressed confidence that inflation in the Eurozone is “converging to our objective”.
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ANALYSIS: Will inflation-linkers’ time in the sun last?
While nominal government bonds have witnessed strong outflows in recent months, inflation-linked bonds saw their highest monthly net inflows ever in October. Is this revival going to last?
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Will 2017 be good for inflation-linked bonds?
Inflation is set to head higher in the US after Donald Trump’s victory, putting inflation-linked assets in the spotlight.
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OPINION: Why the dollar bulls are mistaken
The dollar has rallied in recent days as investors believe stronger US GDP growth and Fed rate hikes will push the greenback up. But markets are ignoring the forces that are likely to drag the dollar down in the longer term.
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Trump’s anti-immigrant, isolationist stance pumps up inflation expectations
President-elect Donald J Trump’s aggressive positions on immigration, infrastructure spending and isolationism could push up wage and core inflation, commentators fear.