Have interest rates peaked?
Another increase all round; but the Federal Reserve to cut by year-end, while the European Central Bank continues to hike.
Do I still think UK inflation will still fall to 3% by Christmas?
Looking towards year end, we think there are solid reasons why it should soon begin to ease.
How much higher will interest rates rise?
Inflation is proving sticky. Headline numbers have come down but core inflation has been stable. In the case of Europe, it has even picked up.
Has Spring arrived for the UK and European Economies?
Recent weeks have seen the UK and Europe’s macro environment improve – in large part due to easing fears around high energy prices.
Are we heading for a financial crisis?
Discussing the impact of aggressive monetary policy, the extent of any US recession and asking whether investors are too pessimistic on Europe and the UK?
Dissecting the banking crisis
Credit conditions are becoming tighter so the Federal Reserve will likely not have to raise rates as far.
Where will the financial crisis end?
The collapse of Credit Suisse, an icon of European banking, has revived fears of the Global Financial Crisis (GFC).
SVB: Canary in the mine or little local difficulty?
The failure of Silicon Valley Bank (SVB) has had a dramatic impact on financial markets.
Will Europe outperform the US in 2023?
In the recent reporting season, European companies have bettered the performance of their US counterparts.
The global economy is stronger – why are US equities lower?
Recent economic data has been strong enough to ease fears around looming recession.
