Economic & Strategy Viewpoint
This month we consider the prospect of a "melt-up" in markets, as well as stockpiling in the UK and the economic difficulties facing Turkey and Argentina.
Both the Bank of Japan and Bank of Canada left interest rates on hold, as expected, while tweaks to guidance imply a more accommodative stance.
In this month's infographic we explore investors' main concerns for 2019 including political risk and a sustained low growth environment.
After a two-decade boom, Canada’s housing market is now slowing as interest rates rise. We examine the impact on the broader economy.
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.