Earnings season: Will Q1 earnings deliver?
After a strong start to the earnings season, a big week lies ahead.
Interest rates, inflation and immigration
Do rising US rents, fuelled in part by higher immigration, call for a reappraisal of the likely scale and pace of US interest rate cuts?
The first cut is the easiest
With real rates rising as inflation falls, we explain why central banks should consider cutting interest rates soon.
Game On with inflation
Leading indicators imply falling UK inflation could be sustained. This, and rate cuts in Europe and the US, raise the odds of an easing in the UK.
Will sticky inflation stop the US cutting interest rates?
Disappointing data has dampened expectations around US rate cuts. We think that pessimism is overdone and explain why.
Interest cuts to start in June
Consensus for June rate cuts from the Fed and ECB are firm. What are the odds that the UK, seen as a laggard, could follow through too?
Interest rates, growth and financial markets
In the absence of significant economic contraction, central banks look set to hold off cutting rates until wage inflation eases. What can we expect from financial markets?
Mag 7 – #Supersize Me
Over consumption of the ‘Magnificent 7’ companies is distorting stock valuations and driving extreme concentration in index returns. Does this pose risks?
Low inflation to create unusual dilemma for the Bank of England
In an election year, pressure for a cut in rates will only grow as inflation eases. What is the BoE to do?
UK recession: what next?
Why an upturn looks likely and what that could mean for markets.
