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All the articles related to inflation
Articles
Opinion Indian interest rates may likely to fall soon
With disinflationary pressures building in India, it may only be a matter of time before interest rates start to fall materially.
Note BofA Merrill Lynch Fund Manager Survey Finds Investors Positioning Aggressively for Recovery in H2
Global investors have regained a strongly bullish stance on the outlook for equity markets in the second half of 2014, according to the BofA Merrill Lynch Fund Manager Survey for July.
Strategy Interpreting the economy: which market is wrong ?
US equity and bond markets have performed in-line over the past few weeks. As a result, the correlation between 10-year rates and the S&P 500, which had turned positive since the announcement of Fed tapering (steepening rates and stronger equity markets), is now (...)
Strategy EZ deflation risk not deterring buyers of inflation in primary
The strong demand in the primary market confirms what is already well known: whatever the inflation expectations, there is significant structural demand, notably from “buy and hold” investors such as pension funds, for bonds indexed to (...)
Note Agriculture and forestry: window-dressing in the EU ETS
The EU ETS’ stock image shows a huge industrial plant that emits a large amount of greenhouse gas, and gives the impression of an allowance market that does not concern so-called “diffuse” sectors like agriculture and forestry. Like any stock image, it is broadly accurate (...)
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