US

Highlight

Markets

23MAY 2018

Our multi-asset investment views - May 2018

This month our infographic reveals we have downgraded a number of asset classes, but upgraded our view on the US dollar.

2018

MAY

02MAY 2018

Economics

Trade wars: what do they mean for the global economy?

Trade tensions are rising between the US and China, with both sides having announced tariffs on certain imports from the other. We look at how this could impact the global economy.

APRIL

17APR 2018

Economics

Is the road to inflation taking us back to the 1960s?

The 1960s are remembered for radical social reform, political upheaval and war. Often forgotten is that they were also a time of rising inflation – and in this they may hold disquieting lessons for us today.

04APR 2018

Markets

Markets in March: six charts of the month

Facebook, Chinese trade, unemployment and out-of-favour UK all feature in the six charts that caught our eye last month.

MARCH

27MAR 2018

Markets

What is Blockchain and why will it revolutionise business?

Cryptocurrencies like Bitcoin get all the attention (and notoriety), but it is the underlying Blockchain technology that will revolutionise global business. In our view, it has the potential to be as significant for industry in general as the internet was for society.

23MAR 2018

Markets

How and why rising trade tensions have moved markets

After markets fell sharply overnight, we look at what's been going on and what might happen next.

22MAR 2018

Economics

New Fed chair Powell raises rates, growth and inflation forecasts

We still see scope for further interest rate rises from the Fed this year, following yesterday’s 25 basis point hike at the March meeting of the FOMC.

20MAR 2018

Markets

US steel tariffs - more about political gains than US industrial renewal

We believe that President Trump’s import tariffs are more about galvanising political support than galvanised steel.