Economics

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Strategy & economics

20NOV 2019

Infographic: A snapshot of the world economy in November 2019

This month's infographic looks at the outlook for US company profits and the lessons we can learn from Japan's government spending in the 1990s.

Strategy & economics

31OCT 2019

2019

OCTOBER

31OCT 2019

Strategy & economics

Fed hits pause, for now

Trade uncertainty and a squeeze on profit margins could see a return to rate cuts in 2020.

28OCT 2019

Strategy & economics

Smooth Brexit could be on cards as election looms

A smooth Brexit could remove some of the fog of uncertainty over the UK economic outlook, a prospect made more likely by the agreement to extend the deadline to 31 January 2020.

28OCT 2019

Strategy & economics

What Thomas Cook's collapse tells us about the power of disruption

Thomas Cook's collapse after 178 years shows that even the most venerable of businesses are not immune to the power of disruptive change. We look at some of the causes of its demise.

23OCT 2019

Strategy & economics

Is the US heading for recession in 2020?

We look at what bond and labour markets are signalling about the prospects for the US economy next year.

18OCT 2019

Strategy & economics

Does record low for China growth mark a turning point?

We think the Chinese economy could be about to turn the corner as growth hits a modern-era low.

16OCT 2019

Strategy & economics

The "inescapable truths" one year on: what's changed?

A year ago we identified the disruptive and economic forces that we thought would shape the decade ahead for investors. These were our "inescapable truths". But do they still hold true?

15OCT 2019

Strategy & economics

Infographic: A snapshot of the world economy in October 2019

In this month’s infographic we look at how the UK economy might react to different Brexit scenarios.

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