The global economy is stronger – why are US equities lower?
Recent economic data has been strong enough to ease fears around looming recession.
Inflation set to tumble in the UK and Europe but interest rates will still rise
The outlook for inflation has improved and it could fall below 4% in the UK and Eurozone by the end of the year, says Steven Bell, our Chief Economist EMEA. But the ECB and BoE will continue to raise rates. Why?
A kit box of dream income tools
The elevated core government bond yield environment improves prospects for multi-asset income strategies.
What is going on with the US economy?
Steven Bell, our Chief Economist EMEA, explains why we are going to have to wait to get an accurate sense of how the land really lies.
A Spring in the step of 2023
The Chinese New Year kicks off on an optimistic note as the country finally relaxes its zero Covid policy.
Some good news ahead for the UK and Europe
Steven Bell, our Chief Economist EMEA, looks ahead and suggests a brighter outlook for the UK and European economies.
Opening Bell 2023 – Global Market Outlook
We discuss how far interest rates could rise, assess the severity of any economic contraction, and look forward to opportunities as recovery emerges.
Has recession been cancelled?
Are we set to avoid a winter recession?
Is the US about to move into recession?
Our Chief Economist, Steven Bell, argues that a recession is needed to bring US wage inflation under control.
Do you believe in Santa Pause?
The Federal Reserve and markets have different expectations around how high US interest rates will go. Our Chief Economist, Steven Bell, explains that either way, the near-term outlook for risk assets looks challenged.
