Looking beyond the UK Budget
The new UK government’s first Budget looks set to be an historic event.
Taxes and the UK Budget
In the run up to the much-anticipated Budget we take a closer look at the UK’s finances and explore the Chancellor’s options.
Will there be any good news in the Budget?
Taxes set to rise but the economy is improving.
Recession, inflation, and interest rates cuts: what does it all mean for markets?
Exploring the factors that mean we’re arguing the case for a goldilocks scenario of growth, easing inflation and lower rates.
Fed holds the key to the next market moves
The Federal Reserve is set to cut rates – but by how much?
ECB to cut rates as recession risks rise but markets dance to US tune
Is the risk of recession in the US really over? And what will it take to get investors to switch focus to Europe?
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?
