UK base rate cuts to be delayed following last week’s Autumn Statement
The UK’s Autumn Statement partially relieved the upward trend in taxes. But what does that mean for interest rates? Steven Bell explains why cuts in early 2024 now seem unlikely.
More constructive but still cautious on equities
US Inflation has come down a long way with no discernible worsening in the labour market. This leads us to be more constructive on US equities.
Has the bond rally gone too far?
Despite warnings from central banks not to expect rate cuts anytime soon, Steven Bell explains why he expects the downward trend in bond yields to continue.
Inflation has fallen – what next?
The tide has turned against inflation. Steven Bell, explains why he believes leading central banks will make significant cuts to interest rates in 2024.
Bank of England ‘flying blind’ as it faces Bank Rate dilemma
While rates in the US and Europe look to be on hold, a lack of data is making things difficult for the Bank of England, says Steven Bell, Chief Economist. Will it deliver an unnecessarily bumpy landing?
Interest rates: peaking or heading for a high plateau?
As the services boom decelerates but manufacturing picks up, what does this mean for unemployment and interest rates?
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.
Plugging the metals gap – seeking sustainable leaders for the energy transition
We explain why select miners are critical as we transition to a low carbon economy.
Unlocking value in Japanese equities
Japan’s companies are adopting more shareholder friendly policies. We explore the opportunities for investors and explain why we’re currently overweight Japanese equities across the CT Universal MAP portfolios.
