Disclaimer: Views in this blog do not promote, and are not directly connected to any Legal & General Investment Management (LGIM) product or service. Views are from a range of LGIM investment professionals and do not necessarily reflect the views of LGIM. For investment professionals only.

Economics

Economics

Much Ado About Nothing

Has the European Central Bank (ECB) changed the entrenched low inflation expectations that have become the norm in the Eurozone?  
By Christopher Jeffery

Economics

A CE3 view

Could central banks’ decisions in Central Europe provide a template for larger markets?  ;
By Willem Klijnstra

Economics

Sneak Peek at Earnings

It’s still a few weeks until the Q2 earnings season, but early indications are promising mainly positive news when things properly kick off in July.;
By Lars Kreckel

Economics

The difference between Xi’s China and Tsarist Russia

In this blog, we tackle some misconceptions about inequality in China and what it means for political stability and investors.;
By Erik Lueth

Economics

The political winds of change in Latin America

We believe a broad move to hard-left politics in Latin America requires a more selective investment approach across the region.  ;
By Erik Lueth

Economics

Running hot

US core inflation has reached its highest rate since the early 1990s. We think underlying inflation is building, but for now the transitory narrative remains intact.  ;
By Tim Drayson

Economics

When can the UK safely ease the lockdown?

Our analysis suggests that by prioritising people with comorbidities, the UK could be six weeks away from vaccinating the 55% of the population that is most vulnerable to COVID-19, weakening the link between cases and hospitalisations.  ;
By James Carrick

Economics

Just can’t get the staff nowadays

US unemployment is still relatively high, yet there are record job openings and reports of widespread labour shortages. So how tight is the US labour market?  
By Tim Drayson

Economics

A Seychelles sell signal?

Should new lockdowns in countries with high vaccination rates make us reconsider the likely path to reopening economies?  
By Christopher Teschmacher

Economics

Will new COVID-19 variants delay economic normalisation?

The spread of new coronavirus variants, including the one first identified in India, could slow the speed at which countries can reopen their economies.  ;
By James Carrick

Economics

PMIs scream!

Hot forward-looking economic indicators will eventually cool. But we believe this will signal a maturing cycle, not the beginning of a recession.  ;
By Lars Kreckel

Economics

Green shoots in Germany

The probability of a candidate from the Green party becoming Germany’s next Chancellor has increased. This could change Europe’s policy mix, but remember that Germany will remain a consensus machine.  ;
By Lars Kreckel

Economics

Saving private finan(ce)

Some households in advanced economies have built up significant savings during the pandemic. Where will all that money go?  ;
By James Carrick

Economics

Weighing in on inflation

Due to the pandemic, consumption patterns shifted significantly in 2020. This shift is now being reflected in the latest consumer price baskets that are at the core of measuring inflation.  ;
By Mykolas Padolskis

Economics

Caribbean clue to the CPI conundrum

Bond yields fell last week despite inflation and growth both surprising on the upside. We think a small island chain in the Caribbean holds a clue to the newfound resilience of the Treasury market.  ;
By Christopher Jeffery

Economics

US authorities: The post-pandemic playbook

The US authorities will need a careful fiscal and monetary policy mix alongside macroprudential measures to manage their way smoothly out of the crisis. Here’s a glimpse of how we think it can be done.  ;
By John Roe

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