Interest rate cuts delayed
Central bankers have been pushing back on expectations for early interest rate cuts. Steven Bell discusses the likely timing and extent of cuts.
Weekly macro perspectives: China & Japan – will the divergence persist?
Japanese equities have enjoyed a period of outperformance over their Chinese counterparts. But after recent policy announcements in China, is that trend set to continue?
For asset managers, a market share fight
Inflation has come down and things have turned out a lot better – economically – than many predicted at the beginning of 2023. Our CEO gives his thoughts on what’s in store for markets and asset managers in 2024.
Are interest rates cuts in jeopardy?
Talk of early 2024 US rate cuts, which spurred a strong rally in bonds and equities globally, has seen a significant reversal.
Opening Bell – an excess of pessimism about the economy, though not in markets
Are forecasters predicting a slowdown in 2024 being too pessimistic?
How the Australian canary shows this cycle is different
Rate hikes but no recession. Understand the lessons from Australia’s economic resilience and why they bode well for global growth.
Will gold shine in 2024?
Despite an environment of higher interest rates gold prices have risen strongly. Steven Bell discusses gold’s attractions and explores what could happen if borrowing costs fall.
Will the UK be the best performer in 2024?
After a dismal couple of years for the UK economy, Steven Bell shares why he is optimistic for big improvements in 2024 and how the UK could beat consensus expectations and possibly even perform better than other countries.
Will the Bank of England have to change course on QE losses?
Figures out last month showed the quantitative easing (QE) programme is on course to lose £170 billion over its lifetime.
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.