Macro views

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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Macro views

Will the markets recover from the virus? - 31 March 2020

Dividends, defaults, debt and downgrades. Steven Bell rounds up the month’s economic news and answers your questions on the outlook for financial markets.
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Macro views

Macro Update - 30 March 2020

Unemployment claims and unconventional central bank policy – Steven Bell sets out his thoughts on the state of economies and markets as we start the week.
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