Some good news ahead for the UK and Europe
Steven Bell, our Chief Economist EMEA, looks ahead and suggests a brighter outlook for the UK and European economies.
Opening Bell 2023 – Global Market Outlook
We discuss how far interest rates could rise, assess the severity of any economic contraction, and look forward to opportunities as recovery emerges.
Has recession been cancelled?
Are we set to avoid a winter recession?
Is the US about to move into recession?
Our Chief Economist, Steven Bell, argues that a recession is needed to bring US wage inflation under control.
Do you believe in Santa Pause?
The Federal Reserve and markets have different expectations around how high US interest rates will go. Our Chief Economist, Steven Bell, explains that either way, the near-term outlook for risk assets looks challenged.
Closing Bell – where next for financial markets?
We look at market returns in 2022, assess the likely severity of any economic recession and ask what factors may prompt a turning point.
Is US inflation under control?
As we commence on this huge week for markets when the big three central banks meet, our Chief Economist, Steven Bell, considers the essential question, Is US inflation under control?
Relative stability to close out the year
Robert Plant, Multi-Asset Solutions, examines 5 charts of key indicators, to see what they can tell us about the future path of interest rates and the likely length and severity of impending recession.
Are we heading for a Santa Claus rally?
Our Chief Economist, Steven Bell, explains why consumers are raiding their covid piggy banks but warns of a January ‘spending’ hangover.
Is the bear market in European equities over?
Is US inflation set to tumble and will this allow the Federal Reserve to stop hiking interest rates? And what’s in store in the UK Autumn statement on Thursday?
