Markets and economics

Why we believe default rates will be lower this cycle
Markets and economics

Why we believe default rates will be lower this cycle

In the Global Financial Crisis the default rate neared 10%. There are two good reasons why we don...

By Carl Sells

24 Nov 2022

3 min read

Falling leaves, rising taxes: is it a cold forecast for the UK?
Markets and economics

Falling leaves, rising taxes: is it a cold forecast for the UK?

Hetal Mehta and Christopher Jeffery examine UK Chancellor Jeremy Hunt's Autumn Statement and what...
By Hetal MehtaChristopher Jeffery
18 Nov 2022
4 min read
Why did markets rally, and can it be sustained?
Markets and economics

Why did markets rally, and can it be sustained?

Last week's small inflation miss led to a big market reaction, reflecting hopes that we're near t...
By Christopher JefferyLars Kreckel
15 Nov 2022
3 min read
Doving and diving: has the Bank of England made the pivot?
Hetal Mehta
Markets and economics

Doving and diving: has the Bank of England made the pivot?

Hetal Mehta asks if the BoE will join the raft of central banks pivoting to a slower pace of hikes
By Hetal Mehta
11 Nov 2022
4 min read
Xi’s the one: what China’s Party Congress meant for investors
Markets and economics

Xi’s the one: what China’s Party Congress meant for investors

Erik Lueth breaks down the possible market impact of China’s recently concluded party congress.

By Erik Lueth

08 Nov 2022

4 min read

Podcast: The Fed holds firm
Ben Bennett
Markets and economics

Podcast: The Fed holds firm

Inflation is controlling almost every narrative in the Western world - from policymakers' decisio...
By Ben Bennett
08 Nov 2022
1 min read
Has the Bank of Canada made you a Belieber in a policy pivot?
Christopher Jeffery
Markets and economics

Has the Bank of Canada made you a Belieber in a policy pivot?

Encouraging words from the BoC governor led to a rally in Canadian bonds. Are we seeing a...
By Christopher Jeffery
04 Nov 2022
0 min read
Podcast: Q3 earnings – what we’ve learnt from the hits and misses
Lars Kreckel
Markets and economics

Podcast: Q3 earnings – what we’ve learnt from the hits and misses

With the Q3 season in full flow, we dig into S&P earnings data to find out how US companies are...
By Lars Kreckel
03 Nov 2022
1 min read