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Chris Dillow

The year of the pay rise? Wage inflation might not rise very much. ...

09 December 2014

Chris Dillow

About Chris Dillow

Incisive economic commentary plus thoughts on investor behaviour

Recent articles

  1. Next week's economics: 15-19 Dec

    11 December 2014

    Next week could see falling inflation but also glimmers of hope for the eurozone

    The Federal Reserve is expected to reinterate that interest rates won't rise "for a considerable time".

  2. Speculate to accumulate

    11 December 2014

    Equity returns are better explained by prospect theory than by conventional measures of risk.

    High risk does mean high returns - as long as we measure risk using prospect theory rather than conventional yardsticks such as volatility.

  3. The surprise fall

    11 December 2014

    Gilt yields have fallen this year in part because of the ongoing shortage of safe assets and because of secular stagnation. These factors might not disappear soon.

    The global supply of safe assets has not kept pace with demand.

  4. UK growth doubts increase

    UK growth doubts increase

    11 December 2014

    Economists fear the UK economy might be slowing down.

    "There is no guarantee that the UK's robust economic performance will continue into the new year."

  5. The productivity turnaround

    09 December 2014

    Labour productivity might finally be about to rise. This should be good for equities.

    more often than not, shares do well when productivity grows well.

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