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.
The coming plunge in energy prices for the UK and Europe
High energy prices have been a major drag on the economies of the UK and rest of Europe ever since the Russian invasion of Ukraine.
Opening Bell 2025: Will US equities continue to lead the way?
The US economy is set fair but will bond vigilantes present a macro-economic barrier to the new president’s agenda?
Have supermarket loyalty cards contributed to UK stagflation ?
Loyalty cards have been a big marketing success for UK supermarkets. 97% of shoppers have at least one and they offer big discounts on selected goods.
Will the bond market vigilantes hit Equities?
Many analysts of my age are thinking back to the 1970s and 1980s when the US authorities lost control of both inflation and the budget deficit.
Stagflation (UK), Stagnation (Europe) and Goldilocks (US) – What could possibly go wrong?
Stagflation in the UK, stagnation in Europe and goldilocks in the US. This week, we’ll look at what this means and ask where consensus might be wrong.
