US

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Economics

10OCT 2018

Politics and portfolios: how investors are adapting to a new normal

Politics is moving markets like never before. So how are fund managers adjusting?

2018

SEPTEMBER

10SEP 2018

Economics

Growth to slow as trade wars escalate

We have cut our global growth forecasts as a deeper and more prolonged trade war is anticipated between the US and China.

06SEP 2018

Economics

Ten events that matter to investors in the final quarter of 2018

With the final quarter of 2018 fast approaching, we look at the key events on the agenda for investors.

AUGUST

31AUG 2018

Economics

Summer wrap: the macro and markets news you might have missed

With no sign of a summer lull this year, here’s a brief summary of the key events from July and August that matter to investors.

24AUG 2018

Economics

The chart that highlights the eerie calm of the longest US bull market

This alternative chart of the record bull market shows why some investors might be getting complacent.

03AUG 2018

Economics

Employment data dips: is US growth moderating?

Quickview: We think the world economy is entering a soft patch, something backed up by today’s payroll numbers from the US.

JUNE

05JUN 2018

Economics

The market stories of May: our charts of the month

May was an eventful month in financial markets. We chart our way around key developments that matter to investors

MAY

23MAY 2018

Economics

Our multi-asset investment views - May 2018

This month our infographic reveals we have downgraded a number of asset classes, but upgraded our view on the US dollar.