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News broke yesterday of the unprecedented hike in interest rates to 1.75%, the biggest rise in 27 years. As a recession looms and inflation is set to hit 13%, was the Bank of England too slow to act?

In this Talking Research episode, we discuss the role of central banks in inflation and the impact that interest rate increases will have on the consumer:

• What effects does the hike have on the UK consumer with a weaker housing market?

• Will lifting interest rates prevent a spiral in wage demands or will inflation become embedded in the economy?

• Is a shallow recession the best outlook we can now expect?

Mark Harries, Square Mile’s Chief Investment Officer is joined by Hugh Gimber, Global market Strategist at J.P. Morgan Asset Management, and James Ashley, Head of Market Strategy at Goldman Sachs Asset Management in this latest episode.

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This was recorded on Thursday 7th July 2022. This podcast is only aimed at professional advisers and regulated firms and should not be passed on to or relied upon by any other persons. It is not intended for retail investors, who should obtain professional or specialist advice before taking, or refraining from, any action on the basis of the podcast, remembering past performance is not an indication of future performance. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd. Square Mile makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This podcast represents the views and forecasts of SM at the date of issue and may be subject to change without reference or notification to you. Nothing in this podcast shall be deemed to constitute a regulated activity or an invitation or inducement to engage in investment activity and it is not a recommendation to buy or sell any funds or investments that are mentioned during this podcast.