How would markets fare under President Trump?
Financial markets will still see Donald Trump as the likely victor in the US presidential race, despite Joe Biden’s withdrawal. What might this mean for markets?
Where to next for UK Interest rates?
Market odds for the Bank of England to cut rates in August are better than 50:50. We are less optimistic.
Life under Labour: what is the macro background for the new Government, their likely budget plans and the impact on the economy?
After inheriting a dire fiscal position how will Labour deliver economic growth? We take a closer look at their options and plans.
A tough fiscal reality awaits new government
An incoming government will have to raise taxes. Politically, this is best done quickly – will courage prevail?
Elections, interest rates and markets
A record year for elections – but what do they mean for markets?
Back to basics: why the time is right for a return to multi-asset
The great reset in bond yields and the prospect of inflation falling further means multi-asset is once again an attractive option for investors seeking a smoother return profile.
The snap election could put QE losses back in focus
With Bank of England quantitative easing losses dwarfing those of other central banks, expect a new government to start asking tough questions.
Are we heading for the Goldilocks scenario?
The difficult economic balance of “not too hot, not too cold” needs inflation to fall to target while the economy keeps growing, allowing for rate cuts. Here’s why we think it could happen
Politics, Inflation & Interest Rates
ECB to cut rates this week.
The race for rate cuts
After a series of negative surprises in the US, the Fed is no longer expected to lead on rate cuts. Europe is now where all eyes are cast but will it be the ECB or BoE, that blinks first?
