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The prospect of a vaccine trade war promoted by the EU is a worry in the context of markets that have come a long way in the last 12 months.
Looking beyond lockdown. In this month’s update, Chief Economist, Steven Bell, takes a look at the prospects for the pandemic and highlights the differences in the prospects for the US, UK and European economies. And when looking at the prospects for the markets, he examines a crucial question: will bond yields keep on rising, and do they threaten to end the bull market in equities? He also covers the vaccine roll-outs, the upcoming UK budget, the new Italian Prime Minister, Mario Draghi, and the new US president.
Macro Update 22 February 2021
Macro Update 8 February 2021
There is optimism that we’ll regain pre-Covid levels of economic activity by year-end.
Macro Update 11 January 2021
A roundup of factors affecting regional equity and bond markets over the month
A roundup of factors affecting regional equity and bond markets over the month
