Why European stocks could benefit most from revived risk appetite
Investors may be underestimating the potential fillip to the global economy from future rate cuts
Investors may be underestimating the potential fillip to the global economy from future rate cuts
Path towards the 2% target is more turbulent than many expected
Move seen as ‘extremely significant’ for global markets
60 basis points below the ONS’s growth figures released last month
It is difficult to pick the resulting market outcome from any election, writes Cherry Reynard
The head of the firm’s investment specialist team discusses AI, the rise in bond yields and a mixed picture for economic growth
Well below 4.4% consensus forecast
Markets are pricing in multiple rate cuts in 2024
Small and mid-cap companies in technology, financial services and healthcare are trading near 10-year lows
There are solid arguments supporting a harder landing scenario than markets are pricing in
The risk of a UK recession and an ‘outright fall’ in inflation is growing
The region compares relatively favourably to other emerging markets, but it is still struggling for attention against its Asian peers.