Monetary Policy

18JUL 2017


Surprise fall in UK inflation makes an interest rate rise unlikely

The figures show further signs of the squeeze on household budgets. We continue to expect the Bank of England to keep interest rates steady until 2019.

14JUL 2017


The story of the global economy in pictures - July 2017

In this month's infographic, we take a look at the market's rise so far in 2017 and ask if there are signs of investor complacency.

10JUL 2017


Why interest rates predictions have suddenly shifted

The market forecast for the first rise in UK interest rates has moved closer. We explain why.

07JUL 2017

Global Market Perspective

Global Market Perspective Q3 2017

In the latest economic and asset allocation views covering Q3 2017 we ask if investors have become complacent, review mid-year markets and look at the historical market impact of presidential impeachments.

04JUL 2017


TalkingEconomics: Global liquidity and emerging markets

Emerging markets have benefited from an extremely accommodative environment but global liquidity conditions are becoming less easy than they used to be. We look at where the vulnerabilities may lie.

04JUL 2017


TalkingEconomics: Are investors complacent?

Our economics team review market performance year-to-date, consider whether we have seen the end of the "Trump trade" and ask if investors have become complacent.

03JUL 2017


Seven charts that caught our eye in June

We highlight a few of the charts we found interesting this month, including a roundup of stockmarkets, a warning to bulls and a global infrastructure deficit .


26JUN 2017


Where next for the global economy?

Keith Wade gives a mid-year overview of the global economic outlook. Topics include fading political risk in the eurozone, challenges posed by Brexit, prospects for the “Trump trade” and a discussion of current low market volatility.

16JUN 2017


Russian central bank cuts rates but alters tone

The Russian central bank cut its headline interest rate by 25bps, in line with expectations, but changed its outlook for the pace of future easing.