Growth

Highlight

Economics

15JUL 2019

The only way is up for China’s economy

Second quarter GDP growth may have slowed, but June’s data suggests a turning point has been reached.

Economic & Strategy Viewpoint

28JUN 2019

2019

JUNE

24JUN 2019

Markets

Investors have a second chance to avoid leveraged loan risks

Leveraged loans have bounced back from a difficult end to 2018, but numerous risks remain. Investors who haven’t already reconsidered their positioning have a rare second opportunity to do so.

MAY

30MAY 2019

Economics

Brazil optimism fades as economy shrinks

Despite a poor start to the year for Brazil under new president Jair Bolsonaro, we think the picture will improve later in the year.

15MAY 2019

Watch/Listen

60 Sekunden mit Daniel Lösche: Nach der Rally im ersten Quartal – Wie viel Potential steckt noch im Markt?

Die globalen Kapitalmärkte haben seit Jahresbeginn eine bemerkenswerte Erholungsbewegung gezeigt. Wie viel Potential steckt dabei noch in dem Markt?

15MAY 2019

Economics

Germany returns to growth

Domestic demand remains solid as the international outlook darkens.

08MAY 2019

Economics

Why a pick-up in UK growth may prove deceptive

Recent economic data from the UK has improved but signs are that this is due to stockpiling ahead of worries over potential Brexit disruption.

APRIL

30APR 2019

Economics

Eurozone growth rebounds as temporary headwinds fade

The latest GDP figures show that domestic demand has remained resilient.

10APR 2019

Economics

The coming squeeze on US profits

We see US profits falling 4% in 2020 as slower growth and higher wage costs hit companies’ profit margins. But we have modelled a range of alternatives - and charted the potential impact.