Weekly review: Hospitalisations, spending and taxes all up – does this mean equities will go down?

People shopping in masks

Macro Update 13 September 2021

Weekly review: will the equity rally survive Fed tapering

Investment analysts looking at data chart on computer screen

Macro Update 30 August 2021

Weekly review: Markets stall on rising Covid cases – is this a buying opportunity?

Investment analyst looking at data chart on two computer screens

Macro Update 23 August 2021

Steven Bell Monthly Update – Global markets: where to next?

Panoramic view of New York city

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.

Steven Bell Monthly Update – Tracking global reflation

Panoramic view of New York city

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 Monthly Update – Economic recovery and inflation: the challenge for markets

Panoramic view of New York city

Steven Bell ‘steers’ us through why soaring car purchase and hire prices could be ‘driving’ consumer inflation.

Steven Bell Monthly Update – Vaccines versus variants: where to next for markets?

Panoramic view of New York city

The pattern of global growth is dominated by vaccine roll-outs, with the US and UK leading.

Steven Bell Monthly Update – Vaccines versus variants: investing for lockdown easing

Market Digest New York Skyline

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.

Market Reviews – GBP (February 2021)

A historic building in the Renaissance Revival style

A roundup of factors affecting regional equity and bond markets over the month

Steven Bell Monthly Update: Looking beyond lockdown

Panoramic view of New York city

Chief Economist, Steven Bell, takes a look at the prospects for the pandemic and highlights the differences for the US, UK and European economies.