Chief Economist & Strategist
Global growth appears to be losing momentum in some regions, particularly in Asia and Europe. We examine the three factors that we believe to be driving the slowdown and whether these are likely to have a permanent or temporary effect.
Quickview: Recent data confirm the US is late in the cycle and we maintain our forecast for a total of four interest rate hikes this year.
Trade tensions are rising between the US and China, with both sides having announced tariffs on certain imports from the other. We look at how this could impact the global economy.
The 1960s are remembered for radical social reform, political upheaval and war. Often forgotten is that they were also a time of rising inflation – and in this they may hold disquieting lessons for us today.