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7 min watch

Market Wobbles: is this a buying opportunity?

Macro Update 14 September 2020

7 min watch

Virus versus a vaccine

Macro Update 7 September 2020

7 min watch

Value outperforms as Washington fails to act

Macro Update - 17 August 2020

5 min watch

Macro Update - 10 August 2020

Vaccine to bail out the bulls

7 min watch

Macro Update - 3 August 2020

There’s been a subtle but significant shift in the pattern of virus data in the last week or two - and it’s not good news.

7 min watch

Macro Update - 27 July 2020

Signs of more second waves: will the markets sink or swim?

7 min watch

Macro Update - 20 July 2020

Markets this week: politicians vs the US second wave

8 min watch

Macro Update - 13 July 2020

Markets supported despite hit to earnings

8 min watch

Macro Update - 06 July 2020

Will the markets ride the US second wave?

8 min watch

Macro Update - 29 June 2020

The US leads in economic data but lags in virus success.

8 min watch

Macro Update - 22 June 2020

Virus update: Lockdown in Beijing but British pubs to reopen

8 min watch

Macro Update - 15 June 2020

Second waves and tumbling shares: are we heading for a double dip?

8 min watch

Macro Update - 8 June 2020

Economist admits he got it wrong!

8 min watch

Macro Update - 1 June 2020

Will markets suffer a second wave of selling? In his weekly Macro Update, Steven Bell explains why there is plenty on the horizon to disrupt markets this month.

9 min watch

Macro Update - 26 May 2020

Encouraging numbers for some countries, but the UK still has a long way to go.

9 min watch

Macro Update - 18 May 2020

Virus numbers improve - equities to follow suit: in his weekly Macro Update, Steven Bell talks us through an atrocious April, a more measured May, and the potential for positive profits by Q1 next year.

4 min read

Macro Update - 12 May 2020

Over the last week, we’ve had some spectacularly weak US employment figures – the weakest ever.

9 min watch

Macro Update - 04 May 2020

Life after lockdowns: in his weekly Macro Update, Steven Bell discusses how countries are starting to ease their way out of lockdowns, and why there may be a second buying opportunity in equity markets

7 min watch

Macro Update - 27 April 2020

Looking beyond the lockdowns: in his weekly Macro Update, Steven Bell explores easing strategies, economic news and earnings results.

5 min read

Macro Update - 20 April 2020

Forecasting patterns for the virus and data: hits and misses – Steven Bell explains how the virus has followed expected patterns but economic and earnings forecasts have not

12 min watch

Macro Update - 14 April 2020

A big turnaround for equities as markets focus on the exit strategy; the recent rally has been spectacular but a possible setback could provide a buying opportunity, says Steven Bell.

10 min watch

Macro Update - 6 April 2020

Falling uncertainty – good for recovery from the virus, bad for the economy. Steven Bell explains why, and also argues why he believes interest rates will stay low despite the huge stimulus measures.

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