Chief Economist & Strategist
With growth outside the US faltering, we expect governments around the world to take a leaf out of Trump’s playbook and use tax and spending measures to support their economies.
Quickview: The US midterms have, as expected, seen the Democrats take the House with the Republicans holding the Senate. Our investment experts consider the implications for fiscal policy, trade, and the 2020 presidential election.
Imbalances in the global economy are lower now than before the collapse of Lehman Brothers but other risks have emerged. We examine the new fault lines that could trigger another crisis.
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.