Are we heading for a soft landing?
Steven Bell assesses the economic backdrop and prospects for markets. Any recession could be a short-lived one and the UK could surprise on the upside.
Inflation set to tumble in the UK and Europe but interest rates will still rise
The outlook for inflation has improved and it could fall below 4% in the UK and Eurozone by the end of the year, says Steven Bell. But the ECB and BoE will continue to raise rates. Why?
What is going on with the US economy?
Steven Bell, our Chief Economist EMEA, explains why we are going to have to wait to get an accurate sense of how the land really lies.
Some good news ahead for the UK and Europe
Steven Bell, our Chief Economist EMEA, looks ahead and suggests a brighter outlook for the UK and European economies.
Opening Bell 2023 – Global Market Outlook
We discuss how far interest rates could rise, assess the severity of any economic contraction, and look forward to opportunities as recovery emerges.
Has recession been cancelled?
Could lower European gas prices and easing US inflation mean we’re set to avoid a winter recession?
Is the US about to move into recession?
Our Chief Economist, Steven Bell, argues that a recession is needed to bring US wage inflation under control.
Do you believe in Santa Pause?
The Federal Reserve and markets have different expectations around how high US interest rates will go. Our Chief Economist, Steven Bell, explains that either way, the near-term outlook for risk assets looks challenged.
Closing Bell – where next for financial markets?
We look at market returns in 2022, assess the likely severity of any economic recession and ask what factors may prompt a turning point.
Is US inflation under control?
As we commence on this huge week for markets when the big three central banks meet, our Chief Economist, Steven Bell, considers the essential question, Is US inflation under control?
