Economic views

10MAY 2018


Are Australia and Canada’s cooling housing markets a threat to financial stability?

After a long housing boom in Australia and Canada, some observers expect a sharp correction. Should this spark concern about the wider economic impact in these countries?

04MAY 2018


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.

03MAY 2018


Will UK interest rates rise in May?

Forecasts for rates have suddenly shifted. We put five pressing questions about the future of monetary policy to senior economist Azad Zangana.

02MAY 2018


Is this the end of the eurozone recovery?

Quickview: Eurozone GDP growth slows, but adverse weather is probably to blame.

02MAY 2018


Trade wars: what do they mean for the global economy?

Trade tensions are rising between the US and China, with both sides having announced tariffs on certain imports from the other. We look at how this could impact the global economy.


23APR 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - May 2018

Trade wars, and how they might affect the US, emerging markets and Japan, are the focus of this month's viewpoint.

19APR 2018


Infographic: A view of the global economy in April 2018

We look at the factors that could bring the current economic expansion phase to an end.

17APR 2018


Is the road to inflation taking us back to the 1960s?

The 1960s are remembered for radical social reform, political upheaval and war. Often forgotten is that they were also a time of rising inflation – and in this they may hold disquieting lessons for us today.

06APR 2018

Global Market Perspective

Global Market Perspective Q2 2018

In this quarter's economic and asset allocation views, we discuss the escalating trade dispute between the US and China as well as examining the factors likely to influence US Treasury yields in the next two years.

05APR 2018


How China is positioning for slower growth

The Chinese authorities seem to have acknowledged that lower growth will be inevitable. We look at how they have increased their room for manoeuvre economically and politically.