INSIGHT
SORBUS spotlight: China Watch
Spotlight tries to...
SORBUS spotlight: longer and more variable
Regular readers of Spotlight have probably become slightly bored of references to changes in monetary policy taking “a long and variable” time to impact upon the economy. Nonetheless, the point remains a crucial one.
SORBUS spotlight: There and back again.
Let’s start with...
SORBUS spotlight: What difference will the election make?
As a general rule of thumb, Spotlight tends to avoid making short-term calls. This time though it seems safe to make an exception.
The Conservative Party will lose the general election due in early July and Labour will form its first British government since 2010.
SORBUS spotlight: looking back on the big inflation
The latest inflation numbers from the Office for National Statistics disappointed both financial markets and Bank of England watchers.
SORBUS spotlight: The Fed has a tricky choice.
For both the real economy and for financial markets there are few variables as important as the Fed Funds rate. The pricing of stocks and bonds, the direction of the housing market and corporate hiring and investment plans are all ultimately affected, to a greater or lesser degree, by the decisions the Federal Open Market Committee (FOMC) makes on rates.
Is the UK becoming less attractive to global families?
Our founding partner, Max Thowless-Reeves, speaks to Professional Wealth Management and discusses the benefits of the UK for high-net-worth families.
SORBUS spotlight: After the war
It has been more than two years since Russia invaded Ukraine. The war itself has bogged down into a vicious stalemate and the direct economic impacts on Ukraine’s allies have fallen back as global energy prices have receded. However the conflict will eventually end, it seems likely to herald large changes in the structure of the global economy, reshaping global energy markets and pushing defence spending higher.
SORBUS spotlight: The US Outlook
The United States has been the standout growth story of the post-pandemic years. Perhaps the best way to measure this is to compare the size of national output at the end of 2023 to the level it was expected to be at by the end of 2023 in the last set of pre-covid IMF forecasts back in the winter of 2019.
SORBUS spotlight: The UK. Looking back and looking ahead.
It says something rather telling about the state of an economy when GDP revisions, part and parcel of the process of compiling economic data, are treated as big news.
SORBUS spotlight: The economy in 2024. Five key points.
2023 turned out to be a lot better than expected. A year ago the consensus view was that high energy prices would push the British and European economies into recession and the chances of a similar downturn in the United States were closely balanced.
SORBUS spotlight: the demographic future
Once upon a time,...