Will the £22bn black hole suck the UK back into recession?
Are fears for the UK economy overdone? We think so and here’s why.
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?
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?
Is the US Heading into Recession?
Does recent US labour market weakness indicate a looming recession or is it a false alarm?
How would markets fare if the US Democrats win in November?
As the race for the White House hots up what might a Harris Presidency look like? And what role will economic fundamentals play?
How would markets fare under President Trump?
Financial markets will still see Donald Trump as the likely victor in the US presidential race, despite Joe Biden’s withdrawal. What might this mean for markets?
