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.
Economic and Strategy Viewpoint
In our latest update we discuss the degree of pessimism in European equity markets, and explore the prospects for emerging market assets and the economic links between China and Australia.
Snapshot: Leading indicators suggest further weakness to come, but European risk assets are already priced for recession.
Snapshot: The US central bank’s more dovish stance has been welcomed by markets. We forecast another rate rise this year if activity picks up as expected.