Knowledge and Insight

Ructions in the banking sector don’t appear to be the first tremors of a systemic financial crisis, but rather a delayed, jolting reaction to the steepest rate increases in 40 years

The Budget contained some useful measures to address key challenges facing the UK economy, but doesn’t fundamentally change the tough outlook.

Better economic forecasts open the door to big tax breaks on pensions and business investment, maintaining the energy price cap, and benefit reforms to encourage more into the workforce.

When banks fail they do so suddenly and the shock can create panic that spreads trouble to other lenders. That’s why US regulators have stepped in swiftly and unambiguously.

UK central bankers fall into an age-old parenting trap while talking to investors. Also, we look at the differences between official statistics and new ‘real-time’ series.

The theme of the 2023 webinars is The Four Elements. Earth, Water, Air and Fire - bringing in experts from different disciplines to discuss the future of our planet at this critical time and examine what actions we can take to make a difference.

A new deal for the Northern Irish border is imminent, bringing hope of greater clarity on Brexit for the UK. Meanwhile, the outlook for global inflation only gets foggier.

The war in Ukraine has caused misery in Eastern Europe, upended global trade and sharpened world politics. An era of cheap hydrocarbons is now behind us, and further energy shocks could be on the horizon.

After years of upheaval, huge stimulus and changing habits from work to play, the paths of economic growth and inflation disappear into a fog as thick as a February morning. That’s why we’re still cautious about 2023.

Markets were fanned higher by US monetary policy before getting driven backwards by contradictory economic winds. Uncertainty still reigns supreme.

It’s a manic week ahead, full of monetary policy, earnings and economic insights. Just the right time for a week of strikes to cause bedlam throughout the UK, from schools to railways.

Signs of economic weakness in America have bond investors hoping the US central bank will soon let up on its path of higher interest rates. But they might be a little early.