Hints and tips:
Economic data is already starting to surprise on the upside but markets are proving slow to accept this
Fed should look through any temporary weakness in price growth arising as supply chain distortions unwind
High short-term interest rates are exacerbating a natural desire to hunker down but there are better options
In a world changed by the pandemic and the Ukraine war, new strategies are needed
...Bargain hunt: European equities are too cheap to ignore, writes Karen Ward, as economic data begins to bring positive surprises....
...“I’m surprised when investors are still so nervous about rates staying high,” said Karen Ward, chief markets strategist for Europe at JPMorgan Asset Management....
...“We’re not going to see 5 per cent on the US 10-year again,” said Karen Ward, chief market strategist for Europe at JPMorgan Asset Management. “If you missed 5, don’t miss 4.5....
A period of very slow activity, if not a recession, still seems likely but if growth picks up, rates will have to rise further
...said Karen Ward, chief market strategist for Europe at JPMorgan Asset Management late last year. “That’s the question we’re asked.”...
...The initial list of members was: Rupert Harrison, BlackRock* Gertjan Vlieghe, Element Capital Sushil Wadhwani, PGIM Wadhwani Karen Ward, JPMorgan Asset Management (*Harrison stepped down from BlackRock...
Central banks are likely to accept a modestly increased rate of rising prices
...We may associate certain colours with bad memories: she recalls a client with an aversion to white, a flashback to the hospital ward where she was an inpatient as a child....
A brutal repricing of the global debt markets is nearing completion
...And so, to expect “good economic news to be bad news for markets” as Karen Ward, chief market strategist for Europe, Middle East and Africa at JPMorgan Asset Management, argues (Markets Insight, March 8)...
...The dark outlook was summed up by Karen Ward, chief market strategist at JPMorgan Asset Management and an economic adviser to Hunt, who told the BBC: “The economy is running too hot and it has to slow.”...
...“Inflation may fall, but the era of ultra-low inflation is behind us,” said Karen Ward, chief global strategist for Europe at JPMorgan Asset Management....
Stronger nominal demand will mean stronger earnings and sustainably higher interest rates
...Jessica Hinds, economist at Fitch Ratings, said a tight labour market could “keep services inflation too sticky for the bank to be confident it has done enough”, while Karen Ward, at JPMorgan Asset Management...
...Karen Ward, chief European market strategist at JPMorgan Asset Management, said she expected interest rates to rise to 4.5 per cent....
Inflation may rise above 9% and stay at that level for much of the year
...Karen Ward, market strategist at JPMorgan Asset Management, said she was “not convinced” the UK’s inflation troubles were in the past, predicting “the BoE may be able to moderate the pace and speed of interest...
...Ann is a clerk at the Montgomery Ward at Arborland, the outdoor mall. “Monkey Ward” is what her friends call it. It has everything. Watches. Winter coats. Women’s shoes and men’s too....
...Louisa Pierce and Emily Ward: Pierce & Ward, Los Angeles and Birmingham, AlabamaIf you follow the world of celebrity interiors, you’re probably familiar with the work of Pierce & Ward, the duo behind the...
...Per the FT: […] Hunt unveiled an advisory council made up of economists with close ties or former links to the Treasury: Rupert Harrison, who was an adviser to former chancellor George Osborne; Karen Ward...
...Karen Ward asserts (“A higher inflation regime will be good news eventually”, Markets Insight, July 11) that stronger nominal demand will mean stronger earnings and sustainably higher interest rates and...
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