Economic views

14FEB 2018


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.

09FEB 2018


BoE: earlier and greater interest rate rises on the horizon

UK policymakers are concerned about inflation despite weak growth; we now forecast a November rate hike.

02FEB 2018


Six charts of the month: Trumponomics, Putin, bond yields

Tax cuts, Treasuries, the Russian election and recycling all feature among the charts that caught our eye in January.


31JAN 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - February 2018

This month we look at the prospects for trade and the dollar, the case for withdrawing extraordinary stimulus measures in Europe, and forthcoming elections in emerging markets.

30JAN 2018


The eurozone economic boom continues

Quickview: How long can the European Central Bank maintain its extraordinarily loose monetary policy?

26JAN 2018


US economy maintains momentum as domestic spending shines through

Quickview: Latest US growth data is robust, but distorted by effects of post-hurricane spending.

26JAN 2018


30-year return forecast: 2018 update

In our annual update of 30-year asset class return forecasts, equities are still on top, though credit has caught up in the US.

26JAN 2018


UK growth edges higher, but BoE likely to hold

Quickview: Despite a pick-up in growth in Q4, annual GDP growth decelerates to its lowest rate since 2012.

22JAN 2018


Why 2018 could be the year of reflation

Schroders Live: Keith Wade and Michael Scott discussed reflation, commodity prices and political developments in the US, as well as where to find opportunities in the current market environment

18JAN 2018


Has Chinese growth peaked?

Quickview: The final quarter rounds off a strong year for Chinese growth.