Will sticky inflation stop the US cutting interest rates?

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Disappointing data has dampened expectations around US rate cuts. We think that pessimism is overdone and explain why.

Interest cuts to start in June

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Consensus for June rate cuts from the Fed and ECB are firm. What are the odds that the UK, seen as a laggard, could follow through too?

Interest rates, growth and financial markets

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In the absence of significant economic contraction, central banks look set to hold off cutting rates until wage inflation eases. What can we expect from financial markets?

Low inflation to create unusual dilemma for the Bank of England

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In an election year, pressure for a cut in rates will only grow as inflation eases. What is the BoE to do?

UK recession: what next?

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Why an upturn looks likely and what that could mean for markets.

How far will interest rates fall?

City of London

Discussing the extent of cuts and the implications for markets?

Interest rate cuts delayed

City of London

Central bankers have been pushing back on expectations for early interest rate cuts. Steven Bell discusses the likely timing and extent of cuts.

Weekly macro perspectives: China & Japan – will the divergence persist?

Density of public Housing in Hong Kong

Japanese equities have enjoyed a period of outperformance over their Chinese counterparts. But after recent policy announcements in China, is that trend set to continue?

For asset managers, a market share fight

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Inflation has come down and things have turned out a lot better – economically – than many predicted at the beginning of 2023. Our CEO gives his thoughts on what’s in store for markets and asset managers in 2024.

Are interest rates cuts in jeopardy?

Density of public Housing in Hong Kong

Talk of early 2024 US rate cuts, which spurred a strong rally in bonds and equities globally, has seen a significant reversal.