Macro Update 13 September 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.
The pattern of global growth is dominated by vaccine roll-outs, with the US and UK leading.
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.
A roundup of factors affecting regional equity and bond markets over the month
Chief Economist, Steven Bell, takes a look at the prospects for the pandemic and highlights the differences for the US, UK and European economies.