Monetary Policy

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Economics

05DEC 2018

Outlook 2019: Global equities

We are seeking out companies investing for change in 2019, while increasingly wary of those that have borrowed excessively.

2018

AUGUST

10AUG 2018

Economics

Japanese growth rebounds in Q2 amid buoyant domestic demand

The robust domestic picture is encouraging given weaker outlook for global trade

02AUG 2018

Economics

Brexit risk fails to deter BoE from rate hike

We think the next increase is likely to be in 2019.

JULY

20JUL 2018

Economics

BoJ to remain dovish as inflation disappoints

Quickview: Lower-than-expected inflation release means the Bank of Japan is likely to keep interest rates at lows

06JUL 2018

Economics

Why has eurozone trade slowed?

We look at where trade has fallen and what this means for growth.

MAY

10MAY 2018

Economics

Bank of England pauses hikes, awaiting more clarity

The market now shares our view that the next UK rate rise will be in November.

04MAY 2018

Economics

US employment report signals the economy has peaked at a high level

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.

MARCH

06MAR 2018

Economics

Why economic growth (and rates) could increase faster than expected

We’ve upgraded our predictions for how the major economies around the world will perform in the next two years. Here, we briefly explain why and summarise our predictions.