Soft landing in the US: can the UK and Europe match it?
The US looks set to avoid recession – can the UK and Europe repeat the trick? Steven Bell, Chief Economist EMEA explains why he thinks they can and what it means for markets.
Will UK mortgage rates fall as inflation follows the US’s lead lower?
Steven Bell, Chief Economist EMEA suggests that better news is on the way and believes we may have seen a peak in mortgage costs.
Asset allocation: when will enacted policy tightening begin to bite?
Key developed market central banks remain focused on bringing inflation levels sustainably back towards targets.
Are interest rates close to their peak?
Steven Bell, Chief Economist EMEA asks how long until we see borrowing costs ease in the UK?
Where to next for the global economy?
Assessing the impact of higher interest rates and looking for pockets of value across financial markets.
Recession and Inflation in the UK & US
Steven Bell, Chief Economist EMEA, on the outlook for risk assets should the US enter recession
Is the UK heading for a recession?
The UK looks set for recession in 2024. And Steven Bell, Chief Economist EMEA, explains why a hard landing seems likely.
Five reasons to think inflation will fall
While markets are focused on the recent misses in inflation, here’s why we think it will in fact come down meaningfully in the next 12 months.
Why equities are vulnerable?
Find out why we prefer the safety of bonds. Steven Bell, Chief Economist EMEA, explains why he’s cautious on the prospects for equities.
Fixed income update – May 2023
Gene Tannuzzo, our Global Head of Fixed Income, discusses a shift in the market’s focus — from interest rate to credit volatility
