
Anatole Kaletsky
Articles
-
1 week ago |
citywire.com | Anatole Kaletsky |Natalia Vasnier
The figure is the highest it's been all year and above analysts' expectations, after the Bank of England cut rates in May. Charlotte Yonge, newly promoted co-manager of Troy’s multi-asset funds, spoke about positioning for the risk of weakening economic growth and resurgent inflation, which has been excerbated by tariffs. Gavekal’s co-founder sees three reasons for fear, three for hope. Fall in clothing prices sees CPI stand lower than expected in February.
-
2 months ago |
citywire.com | Michelle McGagh |Jeremy Gordon |Himanshu Singh |Anatole Kaletsky
Our daily roundup of analyst and fund manager commentary on shares. Twitter Facebook Linkedin WhatsApp >print Already have an account? Do you personally advise on or manage investments for clients?
-
2 months ago |
citywire.com | Anatole Kaletsky |James Phillipps |Jeremy Gordon |Ian Wenik
US markets opened sharply up, with the S&P 500 rallying as much as 4% in early morning trading. The Nasdaq was also up more than 4% and the Dow Jones Industrial Average opened 3.79% higher, with the Russell 2000 rising 3.01% as of 10:20am ET. Markets appear to be up on announcements from President Donald Trump that China and South Korea want to make deals on tariffs with the US. Treasury secretary Scott Bessent has said that Japan also wants to negotiate. Already have an account?
-
2 months ago |
citywire.com | Ian Heath |Anatole Kaletsky |Selin Bucak |Chris Sloley
I feel scared. I feel scared about last week’s tariff-driven plunge in global stock markets; about a US recession, which I now think very likely; and about a general collapse of the global economy, perhaps comparable with 2008. If this third - and worst - disaster is to be avoided, Europe and China will have to become much bolder about stimulating their domestic economies.
-
Jan 16, 2025 |
citywire.com | Alec Rich |Anatole Kaletsky |Sam Bojarski
The good news for 2025 is that recession probabilities have been reduced to near-zero, not just for the US but for all major economies. At the same time, most of us have accepted that the idea of ‘neutral’ interest rates ever again returning to the very low levels of the decade before the Ukraine war and the pandemic have been discredited. So far, so clear.
Try JournoFinder For Free
Search and contact over 1M+ journalist profiles, browse 100M+ articles, and unlock powerful PR tools.
Start Your 7-Day Free Trial →