UK inflation to fall and labour market to weaken: good news for interest rates
Steven Bell, Chief Economist EMEA, shares his reading of the numbers that give him confidence rates have peaked or are within 25 bps of the peak.
Has the Bank of England got it all wrong?
Last week the Bank of England raised base rates to 5.25%, the 14th increase since tightening started in late 2021.
Global Market Outlook: Are interest rates set to fall?
Inflation is moving in the right direction and the US is seemingly at or near peak interest rates. What about the UK and Europe? Steven Bell, chief economist EMEA, explains what a more constructive outlook may mean for markets.
Soft landing in the US: can the UK and Europe match it?
The US looks set to avoid recession – can the UK and Europe repeat the trick? Steven Bell, Chief Economist EMEA explains why he thinks they can and what it means for markets.
Will UK mortgage rates fall as inflation follows the US’s lead lower?
Steven Bell, Chief Economist EMEA suggests that better news is on the way and believes we may have seen a peak in mortgage costs.
Limitations of cash as king Â
For investors looking for certainty of returns, cash may be a good option, but how does it compare to other investments when adjusted for inflation?
Are interest rates close to their peak?
Steven Bell, Chief Economist EMEA asks how long until we see borrowing costs ease in the UK?
Where to next for the global economy?
Assessing the impact of higher interest rates and looking for pockets of value across financial markets.
Recession and Inflation in the UK & US
Steven Bell, Chief Economist EMEA, on the outlook for risk assets should the US enter recession.
Rate rises continue to frustrate investors
For the last year or so, the Federal Reserve, Bank of England and European Central Bank have all been on a rate hiking trajectory. The cycle is not complete yet. What does this mean for financial markets and our portfolios?
