Are we heading for a bear market in equities?
The S&P 500 index is officially in correction territory, but Steven Bell, Chief Economist EMEA, outlines the reasons why he remains confident that equities are not heading into bear market territory.
Will wage inflation prevent UK interest rate cuts?
Are wages still rising too fast in the UK? Steven Bell, Chief Economist EMEA, explains why data should improve over the next six months and what this could mean for interest rates.
Where to next for interest rates?
What’s the possibility of US rate cuts next year being much bigger than the market has priced in and much bigger than the Federal Reserve has been guiding? Steven Bell, Chief Economist EMEA, examines what the data is suggesting.
When will the bond Bear Market end?
Central banks are maintaining the ‘higher for longer’ narrative. Steven Bell, Chief Economist EMEA, explains why he thinks cuts are likely early in 2024
Interest rates: higher for longer or big cuts in 2024?
Central banks are maintaining the ‘higher for longer’ narrative. Steven Bell, Chief Economist EMEA, explains why he thinks cuts are likely early in 2024
Will recession be the price of defeating inflation?
Any recession in the US looks set to be mild. But what about the prospects for Europe, the UK and beyond?
The resilience of earnings
As we head into the Q3 reporting season we explore what’s in store. Robert Plant of our Multi-Asset team explains why company earnings look set to broadly beat expectations.
When will interest rates be cut?
Steven Bell, Chief Economist EMEA, on why he is optimistic that interest rates will be cut early in 2024, starting in the US with the UK and Europe to follow.
Is inflation beaten?
Peak rates are close for the US and UK, says Steven Bell, Chief Economist EMEA. But where the two countries go from there could be quite different
The Bank of England is rushing to sell its gilts. For investors, this could be an opportunity.
Christopher Mahon of our Multi-Asset team discusses whether this is another ‘selling gold at the bottom’ moment.