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Chris Dillow

The house price curse High and rising house prices can be bad for economic growth ...

01 December 2016

Chris Dillow

About Chris Dillow

Incisive economic commentary plus thoughts on investor behaviour

Recent articles

  1. When diversification fails

    When diversification fails

    06 December 2016

    It's becoming harder to reduce risk by diversifying - which is a good reason to hold some cash

    The great thing about cash is that it protects us from correlation risk

  2. Next week's economics: 5-9 Dec

    01 December 2016

    Next week should show only moderate growth in both the UK and eurozone

    'The eurozone is still struggling to grow - a fact that threatens to constrain UK exports and growth'

  3. A case for gold

    A case for gold

    29 November 2016

    Gold's recent fall reminds us that the metal is protection against the risk of lower interest rates

    'Gold has fallen because real bond yields and the dollar have risen. And these factors are strong enough to outweigh the benefits to gold of higher inflation expectations and greater uncertainty'

  4. When defensives fail

    When defensives fail

    29 November 2016

    Defensive stocks generally do well, unless the stock market, Aim or industrial commodities rise a lot

    'Many things aren't statistically significantly correlated with defensives, such as inflation, industrial production, exchange rates and nominal interest rates. There's a lot, therefore, that holders of defensive stocks needn't worry about'

  5. Next week's economics: Nov 28 - Dec 2

    24 November 2016

    Next week's figures should show that global economic activity is picking up, which is boosting UK exports.

    Eurozone unemployment, at around 10 per cent, is twice that of the US. This points to euro area interest rates staying negative for some time.

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