Opening Bell 2023 – Global Market Outlook
We discuss how far interest rates could rise, assess the severity of any economic contraction, and look forward to opportunities as recovery emerges.
Has recession been cancelled?
Could lower European gas prices and easing US inflation mean we’re set to avoid a winter recession?
La ausencia de más malas noticias debería ser una buena noticia en 2023
Tras un año funesto para los mercados, William Davies comparte sus impresiones sobre los riesgos y las oportunidades de cara a 2023. Aunque existen muchas razones para la cautela, una repetición de 2022 parece improbable.
Industry trends to watch in 2023
The last few years have delivered a fair share of ‘once-in-a-lifetime’ setbacks for asset managers and investors.
Do you believe in Santa Pause?
The Federal Reserve and markets have different expectations around how high US interest rates will go. Our Chief Economist, Steven Bell, explains that either way, the near-term outlook for risk assets looks challenged.
Closing Bell – where next for financial markets?
We look at market returns in 2022, assess the likely severity of any economic recession and ask what factors may prompt a turning point.
Is US inflation under control?
As we commence on this huge week for markets when the big three central banks meet, our Chief Economist, Steven Bell, considers the essential question, Is US inflation under control?
Is the bear market in European equities over?
European shares have enjoyed a strong rally since the end of September. Steven Bell, explores the reasons behind the recovery and asks whether it will continue?
Recession Watch: Europe and USA
We’ve been talking about recession for most of this year. So what’s going on?
Global CIO Q&A: on inflation, rates, recession and more
William Davies looks at inflation and interest rates, recessionary risks, and sector and asset allocation preferences.