07/07/2022

As Bad as it Felt

In the first half the key change in sentiment amongst economists and central bankers has been the marked deterioration in their outlook for inflation.

07/04/2022

UK interest rates: what next?

Interest rates in the UK and elsewhere are forecast to continue rising as central banks battle to contain inflation. We keep track of what these changes mean for markets and economies.

07/01/2022

Weak growth, elevated inflation to support dollar

By all accounts, the degree of USD strength has been unprecedented in the past twenty years, and under normal circumstances, a simple mean reversion argument would suggest the dollar would peak and roll over.

06/30/2022

Slowing economy, a cautious outlook

The situation in Europe is very different, with growth more at risk from the Ukraine conflict and inflation more driven by food and energy price shocks.

06/29/2022

Market rebound loses momentum - UBS

The S&P 500 fell 2.01% on Tuesday, giving back part of last week’s 6.5% rise, as continued worries that elevated inflation will weaken consumer spending and growth.