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Chris Dillow

Scarred and scared Memories of the 2008 crisis could hold down interest rates for a long time. ...

23 March 2015

Chris Dillow

About Chris Dillow

Incisive economic commentary plus thoughts on investor behaviour

Recent articles

  1. On electoral uncertainty

    31 March 2015

    Political uncertainty is mildly bad for equities.

    Uncertainty doesn't just affect sentiment. It can damage the real economy.

  2. Low inflation a temporary boost

    Low inflation a temporary boost

    26 March 2015

    Low inflation will raise real incomes and spending - but only briefly.

    "Consumer spending could wane as soon as inflation starts to pick up again unless we see stronger wage growth"

  3. Next week's economics: 30 March - 3 April

    26 March 2015

    Western economies are growing steadily, but the UK's external deficit is at a record high, next week's numbers could show.

    If the current account deficit were an immediate concern, sterling would be weak and gilt yields would be high.

  4. Two markets, one message

    26 March 2015

    Stock markets seem to agree with bond markets - that there's a risk of low long-run growth.

    Given that QE and low long-term yields should be inflating share prices, what’s notable is their lack of expensiveness.

  5. Dividends matter

    26 March 2015

    In the long-run, dividends account for most of the returns on shares - and probably will continue to do so.

    Dividends have accounted for four-fifths of the total returns on equities since the mid-80s.

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