Markets and economics

Call on me... emerging market bank capital and calling CoCos
Markets and economics

Call on me... emerging market bank capital and calling CoCos

A rise in market volatility has left emerging market banks having to decide how much their...

By John S. Gray, CA CFA

29 Sep 2022

3 min read

Fiscal largesse and UK market volatility: implications for investors
Markets and economics

Fiscal largesse and UK market volatility: implications for investors

Against a background of turbulence in UK markets, we look at the outlook for monetary policy,...
By Hetal MehtaMark BensteadChristopher Teschmacher
27 Sep 2022
4 min read
If the cap fits…
Hetal Mehta
Markets and economics

If the cap fits…

Hetal Mehta takes stock of the new government's plans for support for British households' energy...
By Hetal Mehta
26 Sep 2022
4 min read
A mini-budget, or a pre-election budget in disguise?
James Carrick
Markets and economics

A mini-budget, or a pre-election budget in disguise?

Without cutting public spending, economic gains from supply-side reforms risk being swallowed by...
By James Carrick
23 Sep 2022
3 min read
Podcast: Have hawks just halted the rally in equities?
Markets and economics

Podcast: Have hawks just halted the rally in equities?

With investors now mulling over the consequences of the Jackson Hole symposium of central bankers...

By Ben Bennett

01 Sep 2022

1 min read

Signposts for a soft US landing
Tim Drayson
Economics

Signposts for a soft US landing

A recession next year is our base case for the world's largest economy. However, what indicators...
By Tim Drayson
31 Aug 2022
3 min read
Sonia vs. SONIA: What we know about today’s sterling borrowing rates
Christopher Jeffery
Markets and economics

Sonia vs. SONIA: What we know about today’s sterling borrowing rates

We compare the redhead of 90s pop with today's red-hot inflation expectations.
By Christopher Jeffery
30 Aug 2022
2 min read
Your luggage may be stranded, but currencies are on the move
Josh Logan
Currency

Your luggage may be stranded, but currencies are on the move

Statistical analysis of currency performance groupings reveals some surprising geographical...
By Josh Logan
25 Aug 2022
4 min read