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Chris Dillow

Questioning secular stagnation There's still a significant danger that real interest rates might remain negative for a very long time ...

15 October 2014

Chris Dillow

About Chris Dillow

Incisive economic commentary plus thoughts on investor behaviour

Recent articles

  1. Next week's economics: 27-31 Oct

    23 October 2014

    The eurozone is sliding closer to deflation and recession, next week's figures could show - but the US Federal Reserve might try to calm stock markets

    Falling consumer prices would mean rising real interest rates, which would increase fears for the sustainability of government debt in the south of Europe

  2. Share sell-off "a buying opportunity"

    23 October 2014

    Some economists believe stock markets have fallen further than can be justified by the economic outlook

    'lower oil prices and the fall in the euro should help prevent the euro area falling back into recession'

  3. Momentum in emerging markets

    21 October 2014

    A simple momentum strategy would have made enormous profits in emerging markets

    'Just buy what's gone up' has worked remarkably well

  4. The myth of expertise

    20 October 2014

    Fund managers aren't very good at managing their own money.

    "Wealthy investors appear to be as good individual investors as professional asset managers"

  5. Bond yields to stay low

    16 October 2014

    Low short-term interest rates around the world and a shortage of safe assets could keep real gilt yields negative for a long time.

    Japanese and euro area interest rates won't rise until 2017 at the earliest

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