Economic views

20MAY 2019

Economics

Japan springs growth surprise to allay recession fears

However, the Q1 GDP report masks very weak domestic demand.

17MAY 2019

Economics

Infographic: A snapshot of the world economy in May 2019

In this month's infographic we look at the contagion risk posed by Turkey and Argentina, why UK growth may prove deceptive and global GDP forecasts.

16MAY 2019

Economics

Who will pay as US-China trade wars intensify?

The GDP impact of escalating trade tensions will be more severe on China but US consumers will pay as companies pass on higher costs.

15MAY 2019

Economics

Germany returns to growth

Domestic demand remains solid as the international outlook darkens.

10MAY 2019

Economics

Brexit stockpiling drives improvement in UK GDP growth

First quarter growth has improved, but is likely to slow again as the stockpiling behind it is unsustainable.

08MAY 2019

Economics

Why a pick-up in UK growth may prove deceptive

Recent economic data from the UK has improved but signs are that this is due to stockpiling ahead of worries over potential Brexit disruption.

03MAY 2019

Economics

Why Turkey and Argentina do not pose a contagion risk to other emerging markets

Craig Botham explains why the economic travails of Argentina and Turkey are unlikely to spill over and impact sentiment in other emerging markets in the near term.

02MAY 2019

Economics

Watching and waiting: Fed in neutral

The Fed’s next move is likely to be a rate cut, but not until next year

01MAY 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - May 2019

This month we consider the prospect of a "melt-up" in markets, as well as stockpiling in the UK and the economic difficulties facing Turkey and Argentina.

APRIL

30APR 2019

Economics

Eurozone growth rebounds as temporary headwinds fade

The latest GDP figures show that domestic demand has remained resilient.