Dissecting the banking crisis
Credit conditions are becoming tighter so the Federal Reserve will likely not have to raise rates as far.
Where will the financial crisis end?
The collapse of Credit Suisse, an icon of European banking, has revived fears of the Global Financial Crisis (GFC).
SVB: Canary in the mine or little local difficulty?
The failure of Silicon Valley Bank (SVB) has had a dramatic impact on financial markets.
Will Europe outperform the US in 2023?
In the recent reporting season, European companies have bettered the performance of their US counterparts.
The global economy is stronger – why are US equities lower?
Recent economic data has been strong enough to ease fears around looming recession.
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.
