Passing the baton
Ahead of Steven Bell’s looming retirement we are pleased to introduce Anthony Willis, Senior Economist, as the new host of our weekly Market Perspectives video.
Are the UK public finances doomed?
Later this week the UK Chancellor, Rachel Reeves, will present her Spring Statement, which includes a fiscal outlook and public spending plan.
US decline and European renaissance – is that now the outlook?
The US economy and equity markets were expected to outperform in 2025 but so far, the reverse has happened.
German rearmament – the consequences
As Germany takes it foot off the debt brake what will be the impact on economies and markets?
What’s next for markets?
Low inflation and falling interest rates make risk assets attractive, especially in the US. But should investors be worried about how much good news is priced in?
Is the new President pushing the US into recession?
The economic numbers in the US have taken a decided turn for the worse recently. Consumer confidence has tumbled, consumer spending was weak in January and the closely watched composite purchasing managers’ index has fallen sharply.
As UK inflation heads towards 4% are further rate cuts off the agenda?
UK inflation is on the up and CPI numbers for the year to January jumped to 3% from 2.5% the previous month. Energy prices will rise 5% in April and council taxes and water bills are also increasing.
Will the US push Europe and the UK into Recession?
US policy initiatives are coming thick and fast. Europe’s under pressure from proposed tariffs and US/Russia discussions around Ukraine have unsettled its leaders.
Where to next for global interest rates?
The past two weeks have seen monetary policy meetings for the big four central banks in the developed world.
Tariff turmoil
A possible trade war is upon us, and it threatens to upend the established world order.
