Economic views

MARCH

29MAR 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - April 2018

This month we look at the factors that might end one of the longest US economic expansions in history. We also examine the drivers behind rising US Treasury yields and how China is positioning itself for slower growth.

22MAR 2018

Economics

New Fed chair Powell raises rates, growth and inflation forecasts

We still see scope for further interest rate rises from the Fed this year, following yesterday’s 25 basis point hike at the March meeting of the FOMC.

19MAR 2018

Economics

Infographic: A view of the global economy in March 2018

Our monthly look at what's going on in the global economy. This month we upgrade our global growth forecasts.

16MAR 2018

Economics

Russian election: how might Putin’s inevitable victory affect the economy?

For Russia the risk lies not in Sunday’s election, but what comes after.

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.

05MAR 2018

Economics

Italian election yields a bitter stalemate

Quickview: Protest and populist parties make large gains, raising the risk of a possible debt crisis, but an Italian exit from the euro or EU remains low-risk.

FEBRUARY

28FEB 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - March 2018

This month we focus on our latest forecast updates. These include an upgrade to global growth for 2018 which could fuel higher inflation, especially in the US.

15FEB 2018

Economics

Infographic: A view of the global economy in February 2018

In this month's infographic we look at the forces driving the weaker US dollar, the prospects for continued global growth and what political risk could mean for emerging markets.

14FEB 2018

Economics

US inflation shows signs of rising cyclical pressure in January

Core inflation looks likely to accelerate further, putting pressure on the Federal Reserve to keep tightening policy.

14FEB 2018

Economics

Japanese growth moderates, but eighth consecutive quarter of positive GDP growth confirmed

Quickview: Consumption and capex the bright spots in a weaker-than-expected Japan GDP report.