Economic views

22SEP 2017

Economics

Markets shrug at May's Florence speech

Theresa May’s speech confirmed that the UK is seeking a transition period but gave few further details on the final shape of Brexit.

21SEP 2017

Economics

US Fed likely to hold fire despite hawkish intent

The central bank aims to raise rates but further evidence of inflation picking up is still needed.

18SEP 2017

Economics

Emerging markets, inflation and political risk – a summary of the world economy

This month we focus on the factors keeping global economic activity strong, why the outlook for emerging markets is bright except in India and the risks facing Europe and the UK.

07SEP 2017

Economics

Draghi stalls for time on QE details

ECB keeps interest rates and QE on hold and fails to talk down the euro.

06SEP 2017

Markets

How frightening is quantitative tightening?

We examine some of the potential consequences for markets when the Fed removes the punchbowl of QE. Will it be as boring a process as Janet Yellen hopes?

AUGUST

23AUG 2017

Economics

TalkingEconomics: Global forecast update - Goldilocks lives on

Steady global growth and low inflation means we remain in a Goldilocks environment where activity is neither too hot nor too cold.

18AUG 2017

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - September 2017

This month, the economics team discuss the fine lines between positive economic growth and manageable inflation.

15AUG 2017

Economics

UK inflation fails to rise and market forecasts are likely to be cut

The second consecutive miss versus consensus will prompt reappraisals for this year and next.

11AUG 2017

Economics

The story of the global economy in pictures - August 2017

In this month's infographic we look at the pros and cons of low inflation and balance sheet reduction, the state of the UK economy and the outlook for global trade.

09AUG 2017

Markets

Progress of Europe’s banks may mark a turning point

Much has been done on debt and tech challenges may now be the hardest battle ahead.