Keith Wade

Chief Economist & Strategist

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Economics

16MAY 2019

Who will pay as US-China trade wars intensify?

The GDP impact of escalating trade tensions will be more severe on China but US consumers will pay as companies pass on higher costs.

Economics

10APR 2019

2019

MARCH

21MAR 2019

Economics

Fed turns more dovish and signals an end to rate hikes

The Federal Reserve signals no rate rises for 2019

18MAR 2019

Economics

Inescapable investment truths for the decade ahead

Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.

17MAR 2019

Economics

Infographic: Inescapable truths for the decade ahead

This interactive infographic explores our inescapable investment truths.

JANUARY

31JAN 2019

Economics

The Fed: still the market's flexible friend

Snapshot: The US central bank’s more dovish stance has been welcomed by markets. We forecast another rate rise this year if activity picks up as expected.

23JAN 2019

Economics

Three themes for 2019 - and some black swans

We discuss three themes that will shape market performance in the coming year, as well as four events that could take investors by surprise.

03JAN 2019

Watch/Listen

Outlook 2019: 60 seconds on the global economy

We forecast global growth to slow in 2019 and the dollar looks set to weaken with US interest rates peaking mid-year.

2018

DECEMBER

05DEC 2018

Economics

Outlook 2019: Global economy

We forecast global growth to slow in 2019 and the dollar looks set to weaken with US interest rates peaking mid-year.