Market review

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Strategy & economics

19JUL 2019

Janet Mui: weekly economic update 19 July

Chinese growth slowed in the second quarter, but there are signs that stimulus measures may be starting to help. US data, by contrast, suggests that for now the economy remains strong.

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Strategy & economics

11JUL 2019

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2019

JULY

09JUL 2019

Strategy & economics

Janet Mui: 2019 second quarter update

Central banks are becoming more supportive as trade tensions persist and global growth continues to slow.

08JUL 2019

Strategy & economics

Caspar Rock: Monday markets - the week ahead on 8 July

This week we’re looking forward to corporate outlooks for the full year, and on Thursday markets will be scrutinising Federal Reserve Governor Jerome Powell’s biannual report

05JUL 2019

Strategy & economics

Janet Mui: weekly economic update 5 July

Friday's unexpectedly strong US job data raises questions about when – rather than if – the Fed will make the first cut to rates

03JUL 2019

Asset allocation

Growth more fragile, valuations no longer cheap

How we are positioning portfolios in the face of persistent political risk and slowing global growth

02JUL 2019

Strategy & economics

Central banks in supportive mode as political risks increase

Review & Outlook, mid-year 2019: Investors increasingly expect the Federal Reserve and other central banks to support growth by cutting rates.

JUNE

24JUN 2019

Strategy & economics

Caspar Rock: Monday markets - the week ahead on 24 June

More important than this week’s data releases is the upcoming G20 summit in Tokyo – and whether it might ease the US/China trade standoff

21JUN 2019

Strategy & economics

Janet Mui: weekly economic update 21 June

This week’s central bank activity has both the Fed and the ECB sounding distinctly dovish, but the Bank of England appears unmoved

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Robert Ridland

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Jason Huang

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