Economic views

13MAR 2019

Economics

Emerging markets forecast update: oil on troubled waters

We have made minor changes to growth expectations in emerging markets, but large downward revisions to inflation amid a more favourable oil price outlook.

11MAR 2019

Economics

Global economic outlook: slowdown, not recession

We have cut our global GDP growth forecast again for 2019 but have revised up our prediction for 2020 amid greater optimism on the longer-term outlook.

08MAR 2019

Economics

Mixed US jobs report supports the Fed's patient stance

Job creation plunged in February but stronger wage growth should bolster household consumption.

08MAR 2019

Economics

ECB’s rate rise delay is likely to hurt banks’ profitability

We now forecast the next interest rate rise will be in March 2020.

06MAR 2019

Economics

Does the US have enough firepower to fight the next recession?

With interest rates already near record lows, we look at what's left in the Fed's arsenal to fight the next recession.

05MAR 2019

Thought Leadership

Developments in China’s balance of payments and implications for the RMB

Craig Botham and Kristjan Mee examine key developments in China’s balance of payments, and what they mean for investors.

05MAR 2019

Economics

China cuts growth target, but no signs of mega stimulus

Quickview: China lowers its 2019 growth target to 6-6.5%, but so far no signs of mega stimulus from National People’s Congress

01MAR 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - March 2019

In our latest forecast update, we cut our 2019 global growth projection again but we still think the US and world economy will avoid recession.

FEBRUARY

20FEB 2019

Markets

Are investors too pessimistic on European shares?

Some European markets seem priced for recession but economists still forecast growth for the region in 2019.

18FEB 2019

Economics

Infographic: A view of the world economy in February 2019

In this month's infographic we look at "unloved" European shares, the economic ties that bind China and Australia and update our emerging market view.