Interest rate cuts back on the agenda
Pessimism about the prospects for US interest rates cuts has been growing steadily as 2024 has developed. But there was a big change last Friday.
Earnings season: Will Q1 earnings deliver?
After a strong start to the earnings season, a big week lies ahead.
Is interest rate pessimism overdone?
The European Central Bank looks set to cut in June and there are reasons to believe the US and UK won’t be too far behind.
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?
Global Markets Outlook – Inflation, interest rates and equities: where to next?
The US, European and UK economies are all set to deliver on the promise of immaculate disinflation.
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?
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.
