24OCT 2018


Womenomics: Is Japan’s economy lacking women?

Japan’s impressive labour market data masks the low number of women employed or actively looking for work, known as the participation rate. We look at what might happen as this number rises.

19OCT 2018


China’s growth surprise is just the start

With the impact of tariffs yet to show up in the data, and the looming threat of a property slowdown, the larger-than-expected slowdown in Chinese growth is a taste of things to come.

16OCT 2018


Infographic: A view of the global economy in October 2018

In this month's infographic we look at whether trade wars will end the current economic cycle and the issues facing Italy's highly indebted government.

12OCT 2018


Tough week for markets amid worries over rising interest rates

Yesterday’s softer US inflation reading has helped to settle stock markets but we still expect further rate increases and trade tensions to remain a concern.

10OCT 2018


UK suffers World Cup hangover

The economy stalled in August after a strong July.


28SEP 2018

Economic & Strategy Viewpoint

Economic and Strategy Viewpoint - October 2018

The trade war between the US and China has escalated, and we expect the dispute to drag out. We assess the impact for the global economy.

28SEP 2018


Markets react negatively to Italy’s planned fiscal overshoot

Quickview: The planned fiscal expansion is far smaller than initially feared, suggesting an over-reaction in markets

27SEP 2018


US Fed lifts rates, with more in store

Quickview: We continue to expect further rate rises, taking the policy rate to 3% by mid-2019.

25SEP 2018


Infographic: Why the world economy is slowing

This month's infographic explains why we expect global growth to slow.