Latest on HGi from Simon Ward

Eurozone output rise consistent with "monetarist" forecast

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1 week ago
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Posts since last summer (e.g. here) argued that the Eurozone economy would bottom out in autumn 2012 and revive into 2013, based on a recovery in real narrow money from spring 2012.

Hopeful Asian indicators

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1 month ago
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Japanese money supply growth has been firming gradually, partly reflecting the already-significant QE programme introduced by the previous Bank of Japan (BoJ) leadership.

US elections countdown – fund managers’ latest views

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Bill McQuakerClick for moreClick to follow:Bill McQuaker
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Jenna BarnardClick for moreClick to follow:Jenna Barnard
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Tom MarsicoClick for moreClick to follow:Tom Marsico
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6 months ago
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In the final countdown to the elections for the next US President, and seats in the House of Representatives and Senate up for re-election, the votes cast on 6 November have the potential to change the face of American politics. Expectations are that the House and Senate will only change at the margin but the contest for the Presidency appears to change with the winds – potentially in a literal sense if the fallout from Hurricane Sandy influences the results. We asked a selection of investment professionals to comment on some of the key topics raised by the election.

UK CPI inflation bottoming on schedule, may top 3% in H1 2013

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181 Following
7 months ago
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UK consumer price inflation remains likely to rise above 3% in early 2013, triggering a final exculpatory letter from the Bank’s Governor before his departure next June.

Chinese economic prospects improve modestly

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181 Following
9 months ago
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Chinese monetary and leading indicator data have firmed, suggesting that the economy will regain momentum later in 2012.

Eurozone monetary conditions improving at margin

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181 Following
9 months ago
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Markets were unimpressed by the ECB President’s plan to intervene in sovereign bond markets but the initiative adds to a series of steps taken by Sig.

A US recession?

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181 Following
10 months ago
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A US recession looked less likely earlier this year but risks remain, domestic and global.

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