Economics

18SEP 2017

Economics

Emerging markets, inflation and political risk – a summary of the world economy

This month we focus on the factors keeping global economic activity strong, why the outlook for emerging markets is bright except in India and the risks facing Europe and the UK.

12SEP 2017

Markets

Bitcoin's bite: why central banks should clamp down on cryptocurrencies

The penny drops for central banks on cryptocurrencies.

07SEP 2017

Economics

Draghi stalls for time on QE details

ECB keeps interest rates and QE on hold and fails to talk down the euro.

AUGUST

23AUG 2017

Economics

TalkingEconomics: Global forecast update - Goldilocks lives on

Steady global growth and low inflation means we remain in a Goldilocks environment where activity is neither too hot nor too cold.

15AUG 2017

Economics

UK inflation fails to rise and market forecasts are likely to be cut

The second consecutive miss versus consensus will prompt reappraisals for this year and next.

11AUG 2017

Economics

The story of the global economy in pictures - August 2017

In this month's infographic we look at the pros and cons of low inflation and balance sheet reduction, the state of the UK economy and the outlook for global trade.

04AUG 2017

Economics

Fed unlikely to budge despite strong jobs report

Although employment growth is positive, the Federal Reserve will likely remain on hold for 2017 while inflation remains weak and balance sheet reduction looms.

03AUG 2017

Economics

TalkingEconomics: The outlook for global trade

We assess the outlook for global trade, and conclude that a China-driven slowdown will be only partially offset by Europe. Tailwinds are becoming harder to find.

02AUG 2017

Economics

TalkingEconomics: The UK wage puzzle continues

While employment is at a record high, wage growth remains anaemic. We forecast the Bank of England to keep interest rates on hold.