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

How sensitive is the US to higher rates?

The surprise for markets may be less around the timing of the Fed’s lift-off, and more the magnitude of rate hikes required to cool a potentially overheating economy.  
By Tim Drayson

Economics

UK furlough fears fading

The UK’s furlough scheme has now ended. There’s still no sign of labour-market stress in Google searches, suggesting limited slack in the post-Brexit UK labour market. We believe this keeps the door open for a rate hike this year if the Bank of England wants to tighten policy pre-emptively to keep inflation expectations in check.  ;
By James Carrick

Economics

Economic outlook: Global growth and green stimulus

COVID-19 concerns make a synchronised global boom into the year-end unlikely, while the financing aimed at tackling climate change remains underwhelming.  ;
By Tim Drayson

Economics

NICs smack, gas whack, households set to groan

Should we be concerned about a hit to UK households’ finances?  ;
By James Carrick

Economics

Emerging markets, leftist Latin Americans, and the next taper tantrum

Emerging markets (EMs) hate a taper tantrum, but the Federal Reserve (Fed) has been telegraphing its intention to rein in bond purchases for so long that enthusiasm for EM assets has remained muted.  ;
By Matthew Rodger

Economics

Is the inflation outlook as benign as the Fed said?

Fed chair Jay Powell recently set out five reasons for calm amid the inflation storm. We look at each of them in this blog.  ;
By Tim Drayson

Economics

What three worries?

Our biggest fears about the current economic outlook. ;
By Tim Drayson

Economics

Monetary Policy Report: tending to the patient?

Key takeaways from the latest Bank of England announcements, and what they mean for investors  
By Mitul Patel

Economics

Assessing the cycle beyond Delta

The US economic cycle is progressing rapidly but, despite the recent surge in inflation and concerns around the Delta variant, some of our indicators are looking better than expected.  
By Tim Drayson

Economics

Home schooling

The ‘peak growth’ narrative is gaining traction. Can faltering US home sales teach us anything about US growth prospects?  ;
By Tim Drayson

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

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