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Charles Hepworth Blog
Eurozone interest rates unchanged, US PPI and jobs data mixed
11 April 2024

Latest releases fuel expectations that rates could head lower in Europe sooner than the US.

Investment Opinions
Yes, we really could go on like this
10 April 2024

US stocks have been defying higher interest rates consistently since October 2022, rising by around 40%. At the same time, the US economy has accelerated even as inflation has been cooling. Either something is about to break, or a profound change could propel stocks onwards.

Charles Hepworth Blog
US inflation tops forecasts
10 April 2024

Upturn in CPI raises fresh doubts over the likely extent of rate cuts this year.