Inflation

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Economic and Strategy Viewpoint

25MAY 2018

Economic and Strategy Viewpoint - June 2018

In our latest forecast update, we have revised down our expectations for global growth for the first time since September 2016.

2018

APRIL

06APR 2018

Watch/Listen

60 seconds on what could derail the US expansion

In this video Keith Wade discusses the factors which could undermine the ongoing strength in the US economy

MARCH

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.

06MAR 2018

Economics

Why economic growth (and rates) could increase faster than expected

We’ve upgraded our predictions for how the major economies around the world will perform in the next two years. Here, we briefly explain why and summarise our predictions.

FEBRUARY

15FEB 2018

Markets

Where next for markets as Europe moves from recovery to expansion?

Can Europe’s economic momentum continue and how will tighter monetary policy affects investments?

14FEB 2018

Economics

US inflation shows signs of rising cyclical pressure in January

Core inflation looks likely to accelerate further, putting pressure on the Federal Reserve to keep tightening policy.

09FEB 2018

Economics

BoE: earlier and greater interest rate rises on the horizon

UK policymakers are concerned about inflation despite weak growth; we now forecast a November rate hike.

JANUARY

24JAN 2018

Markets

Why three is the magic number for this year

In the monthly round-up of our asset allocation views, we discuss the three factors which will determine whether the reflationary environment continues.