Fed holds the key to the next market moves
The Federal Reserve is set to cut rates – but by how much?
Interest rates are coming down – but how fast?
Rate cuts are coming but are markets too optimistic in their expectations?
What are central banks telling us about interest rates?
After Jackson Hole, markets are pricing in big rate cuts for the US. What are the risks of disappointment?
Markets are pricing in bigger rate cuts, are they right?
Markets have moved to price-in more rate cuts for the US, UK and eurozone. Despite the commonality of the moves, the three economies are not moving in parallel.
Will rising UK inflation limit interest rate cuts?
How will the Bank of England respond to higher wages and energy costs?
Is the US Heading into Recession?
Does recent US labour market weakness indicate a looming recession or is it a false alarm?
The expectations game
With a new government explicitly focusing on growth, expect many a gloomy prognosis of the UK economy to change. So which assets stand to benefit?
How would markets fare if the US Democrats win in November?
As the race for the White House hots up what might a Harris Presidency look like? And what role will economic fundamentals play?
How would markets fare under President Trump?
Financial markets will still see Donald Trump as the likely victor in the US presidential race, despite Joe Biden’s withdrawal. What might this mean for markets?
Where to next for UK Interest rates?
Market odds for the Bank of England to cut rates in August are better than 50:50. We are less optimistic.
