The omicron variant is dominating the headlines. We assess the fundamentals by looking back on a big week for economic data and central bank statements.
Last week I explained why I thought equities were set to rise into year-end – the Santa Claus rally. My timing was terrible as the sudden arrival of Omicron…
Members of our Responsible Investment team were in Glasgow to contribute to the investor voice at COP26. Did the climate summit deliver on its promise?
It’s a packed agenda this week
Macro Update 4 October 2021
Macro Update 30 August 2021
Macro Update 23 August 2021
In his Monthly Macro Update, Chief Economist Steven Bell explains why the world is watching the UK’s Covid strategy, and how it will impact the global economy. Plus views on inflation, corporate earnings and financial markets.
The UK is expecting to lift restrictions further in mid-July. But as new case numbers rise significantly, should investors be worrying about the effect on economies?
Steven Bell ‘steers’ us through why soaring car purchase and hire prices could be ‘driving’ consumer inflation.