How low will G3 interest rates go in 2024?
Is a March 2024 cut in US interest rates likely? Steven Bell explains why the Federal Reserve have shifted stance and asks whether Europe and the UK will follow suit.
Unemployment is now the key to US rate cuts
Will rising unemployment mean the Federal Reserve cuts rates sooner rather than later? Steven Bell explains why we’re watching upcoming US data closely.
UK base rate cuts to be delayed following last week’s Autumn Statement
The UK’s Autumn Statement partially relieved the upward trend in taxes. But what does that mean for interest rates? Steven Bell explains why cuts in early 2024 now seem unlikely.
With macro risks elevated it’s all about stock selection
There are plenty of macro drivers that will create equity volatility in 2024. To succeed, investors will need to maintain a resilient portfolio.
The peak in rate hikes is an inflection point for bonds
You don’t have to be bearish on the economy to be optimistic on the bond market. Here’s why.
Has the bond rally gone too far?
Despite warnings from central banks not to expect rate cuts anytime soon, Steven Bell explains why he expects the downward trend in bond yields to continue.
Balancing uncertainty and optimism
The slowdown we are all expecting keeps being put off, but how severe will it be when it eventually shows up?
Inflation has fallen – what next?
The tide has turned against inflation. Steven Bell, Chief Economist EMEA, explains why he believes leading central banks will make significant cuts to interest rates in 2024.
Are we heading for a bear market in equities?
The S&P 500 index is officially in correction territory, but Steven Bell, Chief Economist EMEA, outlines the reasons why he remains confident that equities are not heading into bear market territory.
Will wage inflation prevent UK interest rate cuts?
Are wages still rising too fast in the UK? Steven Bell, Chief Economist EMEA, explains why data should improve over the next six months and what this could mean for interest rates.