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Chris Dillow

Fed to the rescue? If US growth does fall short of expectations, continued low interest rates won't be much comfort for equities. ...

25 May 2015

Chris Dillow

About Chris Dillow

Incisive economic commentary plus thoughts on investor behaviour

Recent articles

  1. US slowdown fears increase

    US slowdown fears increase

    21 May 2015

    The US economy looks to be slowing down - which would be bad for UK equities

    "US equities are expensive"

  2. Next week's economics: May 25 - 29

    20 May 2015

    Western economies are growing moderately, next week's figures are expected to say.

    Not only are forecasts inaccurate, but so too are estimates of the past.

  3. The bond sell-off puzzle

    20 May 2015

    Real yields have risen in the last month, even though news about the real economy has been mixed

    It is common for real yields to rise when nominal ones do; the two assets are closer substitutes than the macroeconomic fundamentals would imply.

  4. Why productivity matters

    Why productivity matters

    20 May 2015

    If labour productivity continues to stagnate, real interest rates will stay low.

    If savers are to see sustainably better returns on our cash, we need productivity growth to recover.

  5. The interest rate snare

    20 May 2015

    The prospect of continued negative real interest rates makes it tempting to switch from cash to equities. This temptation should be resisted.

    The worst that can plausibly happen to cash is much better than the worst than can plausibly happen to shares.

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