The race for rate cuts Â
After a series of negative surprises in the US, the Fed is no longer expected to lead on rate cuts. Europe is now where all eyes are cast but will it be the ECB or BoE, that blinks first?
Inflation falls: how far will interest rates follow?
Inflation is finally falling in the US, UK and Europe, but will we see greater dispersion in central bank actions?
Rate cuts to start in June
In Europe, a June cut is likely – but what about the UK and US?
Interest rate cuts back on the agenda
Pessimism about the prospects for US interest rates cuts has been growing steadily as 2024 has developed. But there was a big change last Friday.
Total eclipse 2: the rebound in manufacturing Â
As the prospect of rate cuts dims, amid a manufacturing rebound pushing up metals prices, how do managers respond in their portfolios?
Is interest rate pessimism overdone?
The European Central Bank looks set to cut in June and there are reasons to believe the US and UK won’t be too far behind.
Earnings season: Will Q1 earnings deliver?
After a strong start to the earnings season, a big week lies ahead.
Interest rates, inflation and immigration
Do rising US rents, fuelled in part by higher immigration, call for a reappraisal of the likely scale and pace of US interest rate cuts?
The first cut is the easiest
With real rates rising as inflation falls, we explain why central banks should consider cutting interest rates soon.
Game On with inflation
Leading indicators imply falling UK inflation could be sustained. This, and rate cuts in Europe and the US, raise the odds of an easing in the UK.
