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.
Has the bond rally gone too far?
Despite warnings from central banks not to expect rate cuts anytime soon, Steven Bell explains why he expects the downward trend in bond yields to continue.
Inflation has fallen – what next?
The tide has turned against inflation. Steven Bell, explains why he believes leading central banks will make significant cuts to interest rates in 2024.
Bank of England ‘flying blind’ as it faces Bank Rate dilemma
While rates in the US and Europe look to be on hold, a lack of data is making things difficult for the Bank of England, says Steven Bell, Chief Economist. Will it deliver an unnecessarily bumpy landing?
Interest rates: peaking or heading for a high plateau?
As the services boom decelerates but manufacturing picks up, what does this mean for unemployment and interest rates?
