Chris Dillow

Inflation will probably fall from now on

Small-cap stocks expose investors to the risk of a recession

Quantitative easing (QE) is not symmetrical. If the Bank of England sells gilts, this will not have the opposite effects to it buying them.

Next week's figures could show that the UK economy is growing more slowly than the US or the eurozone.

Academic financial economics might have been a massive waste of time.

Gilts are riskier than you might think.

Exchange rate moves have surprisingly small systematic effects upon UK equities

Next week might bring hope that UK inflation is near its peak, and yet more evidence of decent growth overseas.

Bond yields might rise further - though not by very much

Stagnant productivity might be here to stay, which is bad news for investors as well as workers.

Past returns can distort our beliefs about the future

Next week's numbers will show that an apparently tight labour market isn't raising wage inflation