Economics

10MAY 2019

Economics

Brexit stockpiling drives improvement in UK GDP growth

First quarter growth has improved, but is likely to slow again as the stockpiling behind it is unsustainable.

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.

03MAY 2019

Economics

The Goldilocks jobs market continues in the US

The latest US employment data supports the central bank keeping interest rates on hold.

03MAY 2019

Economics

Why Turkey and Argentina do not pose a contagion risk to other emerging markets

Craig Botham explains why the economic travails of Argentina and Turkey are unlikely to spill over and impact sentiment in other emerging markets in the near term.

02MAY 2019

Economics

Watching and waiting: Fed in neutral

The Fed’s next move is likely to be a rate cut, but not until next year

01MAY 2019

Economic & Strategy Viewpoint

Economic and Strategy Viewpoint - May 2019

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.

APRIL

30APR 2019

Economics

Eurozone growth rebounds as temporary headwinds fade

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

26APR 2019

Economics

Robust US growth figures calm recession worries

Weaker inflation suggests interest rates are likely to remain on hold

25APR 2019

Economics

Central banks of Japan and Canada join the dovish camp

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.