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?
No more bad news should be good news in 2023
After a dismal year for markets, William Davies gives his thoughts on risks and opportunities in the market as we head into 2023. While there is plenty to be cautious about, a repeat of 2022 seems unlikely.
Are we heading for a Santa Claus rally?
Our Chief Economist, Steven Bell, explains why consumers are raiding their covid piggy banks but warns of a January ‘spending’ hangover.
Is the bear market in European equities over?
European shares have enjoyed a strong rally since the end of September. Steven Bell, explores the reasons behind the recovery and asks whether it will continue?
Recession Watch: Europe and USA
We’ve been talking about recession for most of this year. So what’s going on?
Global CIO Q&A: on inflation, rates, recession and more
William Davies looks at inflation and interest rates, recessionary risks, and sector and asset allocation preferences.
