Asset allocation

Could UK interest rates be peaking for this cycle?
Markets and economics

Could UK interest rates be peaking for this cycle?

Opinion at the latest Monetary Policy Committee meeting was highly divided, with the vote split...

By Christopher Jeffery

03 Oct 2023

2 min read

Sticky wicket
James Carrick
Economics

Sticky wicket

How the UK's worse 'inflation memory' could keep services inflation sticky and put the Bank of...
By James Carrick
21 Sep 2023
3 min read
Revising up UK GDP: What are the implications?
Economics

Revising up UK GDP: What are the implications?

Recent updates to historic data imply the UK's economic rebound following the COVID-19 pandemic w...
By James CarrickChristopher Jeffery
11 Sep 2023
3 min read
We are never ever getting back together
Tim Drayson
Economics

We are never ever getting back together

Excitement around a US soft landing continues to build, yet we think some of the positive news on...
By Tim Drayson
07 Sep 2023
4 min read
Chart of the month: A surge in US manufacturing investment
Markets and economics

Chart of the month: A surge in US manufacturing investment

US manufacturing investment has risen sharply in recent quarters, with a focus on domestic...

By Tim Drayson

01 Sep 2023

1 min read

Is China the next Japan?
Markets and economics

Is China the next Japan?

In the early 1990s Japan suffered a well-documented deflationary slump. With China now seeing...
By Matthew RodgerBen Bennett
23 Aug 2023
3 min read
US fiscal irresponsibility reaching its limit?
Tim Drayson
Markets and economics

US fiscal irresponsibility reaching its limit?

The Fitch downgrade to the US sovereign rating is largely symbolic, but it brings attention to th...
By Tim Drayson
07 Aug 2023
5 min read
Chart of the month: Europe’s LNG binge and the dangers of partial analysis
Christopher Jeffery
Markets and economics

Chart of the month: Europe’s LNG binge and the dangers of partial analysis

The speed with which Europe pivoted to LNG following Russia's invasion of Ukraine took many - us...
By Christopher Jeffery
01 Aug 2023
1 min read