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Chris Dillow

Years of low inflation? There are some reasons to suspect that inflation could stay low for a long time, which would be good for equities ...

08 April 2014

Chris Dillow

About Chris Dillow

Incisive economic commentary plus thoughts on investor behaviour

Recent articles

  1. Savings doubts

    14 April 2014

    Official forecasters expect households to save less and borrow more in coming years. This might not happen.

    It is those who are hoping for interest rates to rise who have most to fear if households don’t step up their borrowing.

  2. Euro boost for sterling

    11 April 2014

    Lower interest rates in the euro area might strengthen the pound.

    The Bank of England "might not seriously start to consider raising interest rates until at least late this year".s

  3. The case for buying poverty

    11 April 2014

    Investors in emerging market equities shouldn't look for fast-growing economies but simply poor ones

    Sometimes, investing is easier than the men in suits pretend

  4. Years of low inflation?

    Years of low inflation?

    08 April 2014

    There are some reasons to suspect that inflation could stay low for a long time, which would be good for equities.

    falling unemployment in itself is insufficient reason to expect inflation to rise.

  5. Global rebalancing boost for shares

    Global rebalancing boost for shares

    04 April 2014

    Economic growth is shifting from the east to the west.

    Equities "are increasingly vulnerable to a major, not just minor, correction"

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