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.
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?
Steady global growth and low inflation means we remain in a Goldilocks environment where activity is neither too hot nor too cold.
Economic and Strategy Viewpoint
This month, the economics team discuss the fine lines between positive economic growth and manageable inflation.
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.