Economic views



11DEC 2018

How the Brexit delay has moved markets – and what it means for the economy

As Theresa May meets European leaders seeking a better Brexit deal, the UK economy heads for a period of heightened uncertainty and stagflation.


05DEC 2018


03DEC 2018



22NOV 2018


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.

20NOV 2018


Infographic: A view of the world economy in November 2018

In this month's infographic we look at whether other countries are following the US lead and turning to fiscal policy, the reasons for weakness in eurozone data, and the outlook for Brazil's economy under Jair Bolsonaro.

19NOV 2018


How worried should we be about the slowdown in German manufacturing?

New emissions standards for cars have resulted in weaker production in an important part of the German economy.

16NOV 2018


Brexit: UK economic outlook hinges on May selling deal

We think the risk of a no-deal Brexit should mean Theresa May gets her deal through parliament. If not, the UK risks a recession next year.

14NOV 2018


Natural disasters hit Japanese growth

Japan's stop-start year continues with weakness seen across the board over the third quarter amid a series of natural disasters.

12NOV 2018


Should other countries take a leaf out of Trump's economic playbook?

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.

09NOV 2018


World Cup spending spree temporarily boosts UK economy

Although third quarter GDP data was strong, the UK economy flat-lined in August and September. We expect a very weak end to 2018.