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?
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.
Forecasts for rates have suddenly shifted. We put five pressing questions about the future of monetary policy to senior economist Azad Zangana.
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.
Economic and Strategy Viewpoint
Trade wars, and how they might affect the US, emerging markets and Japan, are the focus of this month's viewpoint.
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.
Global Market Perspective
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.
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.