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Macro Update 26 July 2021
Macro Update 5 July 2021
Macro Update 28 June 2021
Steven Bell ‘steers’ us through why soaring car purchase and hire prices could be ‘driving’ consumer inflation.
Macro Update 24 May 2021
Macro Update 17 May 2021
Macro Update 19 April 2021
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
