Inflation

Highlight

Economic Views

12SEP 2019

Draghi's goodbye gift: QE until 2026?

At Mario Draghi’s final policy meeting, the gloomy European Central Bank lowered interest rates and restarted QE without limits.

Economic Views

06SEP 2019

2019

AUGUST

01AUG 2019

Economic Views

Brazil's central bank does not disappoint

Brazil’s central bank lowered its key interest rate by 50bps to 6%, and further easing looks likely amid progress on economic reforms.

JULY

02JUL 2019

Market Views: Equities

Why I’m backing a consumer comeback in Europe

The outlook for Europe may be less gloomy than many investors think.

MARCH

21MAR 2019

Economic Views

Fed turns more dovish and signals an end to rate hikes

The Federal Reserve signals no rate rises for 2019

13MAR 2019

Economic Views

Emerging markets forecast update: oil on troubled waters

We have made minor changes to growth expectations in emerging markets, but large downward revisions to inflation amid a more favourable oil price outlook.

11MAR 2019

Economic Views

Global economic outlook: slowdown, not recession

We have cut our global GDP growth forecast again for 2019 but have revised up our prediction for 2020 amid greater optimism on the longer-term outlook.

FEBRUARY

27FEB 2019

Market Views: Equities

Why the outlook for Latin American stocks is improving

Pablo Riveroll discusses the risks and rewards in Latin American equities, and explains their attractiveness compared to other regions.

07FEB 2019

Economic Views

Bank of England downgrades growth forecast as Brexit hits sentiment

Upside risks remain if an orderly Brexit is achieved, paving the way for an interest rate rise.