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.
Will gold shine in 2024?
Despite an environment of higher interest rates gold prices have risen strongly. Steven Bell discusses gold’s attractions and explores what could happen if borrowing costs fall.
Are interest rates cuts in jeopardy?
Talk of early 2024 US rate cuts, which spurred a strong rally in bonds and equities globally, has seen a significant reversal.
Will the UK be the best performer in 2024?
After a dismal couple of years for the UK economy, Steven Bell shares why he is optimistic for big improvements in 2024 and how the UK could beat consensus expectations and possibly even perform better than other countries.
How low will G3 interest rates go in 2024?
Is a March 2024 cut in US interest rates likely? Steven Bell explains why the Federal Reserve have shifted stance and asks whether Europe and the UK will follow suit.
Unemployment is now the key to US rate cuts
Will rising unemployment mean the Federal Reserve cuts rates sooner rather than later? Steven Bell explains why we’re watching upcoming US data closely.
UK base rate cuts to be delayed following last week’s Autumn Statement
The UK’s Autumn Statement partially relieved the upward trend in taxes. But what does that mean for interest rates? Steven Bell explains why cuts in early 2024 now seem unlikely.
More constructive but still cautious on equities
US Inflation has come down a long way with no discernible worsening in the labour market. This leads us to be more constructive on US equities.
