How much higher will interest rates rise?
Inflation is proving sticky. Headline numbers have come down but core inflation has been stable. In the case of Europe, it has even picked up.
Are we heading for a financial crisis?
Discussing the impact of aggressive monetary policy, the extent of any US recession and asking whether investors are too pessimistic on Europe and the UK?
Dissecting the banking crisis
Credit conditions are becoming tighter so the Federal Reserve will likely not have to raise rates as far.
Has Spring arrived for the UK and European Economies?
Recent weeks have seen the UK and Europe’s macro environment improve – in large part due to easing fears around high energy prices.
Where will the financial crisis end?
The collapse of Credit Suisse, an icon of European banking, has revived fears of the Global Financial Crisis (GFC).
Will banking jitters throw the Fed’s rate hiking stance off course?
Before SVB’s collapse the US 2yr-10yr part of the yield curve inverted by more 100 bps signalling higher rates and economic contraction. What now?
SVB: Canary in the mine or little local difficulty?
The failure of Silicon Valley Bank (SVB) has had a dramatic impact on financial markets.
Enhancing the equity mix
Read how and why we’ve moved to diversify our equity style exposure by adding a new income strategy to our CT Sustainable Universal MAP portfolios.
Will Europe outperform the US in 2023?
In the recent reporting season, European companies have bettered the performance of their US counterparts.
Are we heading for a soft landing?
Steven Bell assesses the economic backdrop and prospects for markets. Any recession could be a short-lived one and the UK could surprise on the upside.
