Interest cuts to start in June
Consensus for June rate cuts from the Fed and ECB are firm. What are the odds that the UK, seen as a laggard, could follow through too?
Interest rates, growth and financial markets
In the absence of significant economic contraction, central banks look set to hold off cutting rates until wage inflation eases. What can we expect from financial markets?
Mag 7 – #Supersize MeÂ
Over consumption of the ‘Magnificent 7’ companies is distorting stock valuations and driving extreme concentration in index returns. Does this pose risks?
Low inflation to create unusual dilemma for the Bank of England
In an election year, pressure for a cut in rates will only grow as inflation eases. What is the BoE to do?
UK recession: what next?
Why an upturn looks likely and what that could mean for markets.
How far will interest rates fall?
Discussing the extent of cuts and the implications for markets?
When will the rate cuts commence?
Interest rate cuts are on the cards in the US and Europe but their timing could be contentious ahead of national elections and a backdrop of global conflicts.
Interest rate cuts delayed
Central bankers have been pushing back on expectations for early interest rate cuts. Steven Bell discusses the likely timing and extent of cuts.
Weekly macro perspectives: China & Japan – will the divergence persist?
Japanese equities have enjoyed a period of outperformance over their Chinese counterparts. But after recent policy announcements in China, is that trend set to continue?
Opening Bell – an excess of pessimism about the economy, though not in markets
Are forecasters predicting a slowdown in 2024 being too pessimistic? The Federal Reserve looks set to cut rates on the back of ‘immaculate disinflation’ with other central banks set to follow suit. We explore the prospects for economies and markets in 2024.
