Inflation

Slowdown of QT programme

BoE, Federal Reserve and ECB

Higher bond yields and strong levels of dividend growth mean income-bearing assets currently offer investors an excellent opportunity.

Cuts on non-food prices

From soft landing to no landing

Surge in core PCE inflation

'You have to have trade offs'

'Relatively cautious approach' to rate cuts

UK in 'trade-off territory'

‘Pronounced’ disinflation period