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Chris Dillow

When bonds fall Which stocks would be hardest hit if bond yields rise a lot? ...

16 May 2017

Chris Dillow

About Chris Dillow

Incisive economic commentary plus thoughts on investor behaviour

Recent articles

  1. Next week's economics: 29 May-2 June

    Next week's economics: 29 May-2 June

    25 May 2017

    Next week's numbers could show UK exports doing well, but the domestic economy isn't so strong

    'Eurozone unemployment is still well over 9 per cent, so it would be very worrying if inflation were to be a problem with such high joblessness'

  2. Consumers' hopes

    Consumers' hopes

    25 May 2017

    Households' spending patterns tell us that the prospects for the economy have improved a little

    'The ratio of sales to house prices last month was 4.4 per cent higher than a year ago. This suggests that prospects for retail sales and house prices have improved'

  3. Escaping cyclicality

    Escaping cyclicality

    25 May 2017

    UK equities seem to be becoming less cyclical

    The strong link between manufacturing output and equity returns has only existed since the mid-90s.

  4. When 'buy on dips' works

    When 'buy on dips' works

    23 May 2017

    'Buying on dips' works best if the dip leaves upward momentum in the market intact

    A dip that leaves prices above their ten-month average has often been a buying opportunity

  5. Next week's economics: 22-26 May

    Next week's economics: 22-26 May

    18 May 2017

    Next week will bring doubts about whether UK economic growth is sustainable.

    'The productivity slowdown is hurting employers and employees roughly equally'

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