Will 5% UK mortgage rate hit house prices?
There’s been a big change in the UK macro-outlook – cautious optimism has replaced doom and gloom.
Are Bonds in a Bear Market?
The rise in yields makes bonds attractive. The price has already adjusted and demand should come back, switching out of other financial assets.
Can the UK & Europe escape a US recession?
Is the US heading for recession? Steven Bell, Chief Economist EMEA, thinks it is but explains why Europe and the UK could escape.
Will the next stage of the US banking crisis lead to a recession?
Steven Bell, Chief Economist EMEA, on why the next stage of the US banking crisis might lead to recession.
Is the US Dollar heading for a collapse?
Steven Bell, Chief Economist EMEA, on why the mighty US dollar might be a good deal less strong in the coming months.
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?
