Economic views



27DEC 2018


Infographic: the outlook for major economies in 2019 and beyond

In this month's infographic we reveal our global growth forecasts and interest rate expectations for major economies.

21DEC 2018


Infographic: Annual review of the world economy in 2018

In this month's infographic we review the economic events of the year including trade wars and Brexit.

20DEC 2018


Black Friday bargain hunters boost UK retail sales

UK retail sales beat expectations despite retailers issuing profit warnings, as consumers feel the effects of wage growth acceleration and falling inflation.

20DEC 2018


Fearful markets disappointed by Fed policy stance

Market participants had expected a more dovish statement given recent volatility in risk assets

18DEC 2018


What casino revenues can tell us about Chinese economic growth

Macau is the only place in China where casino gambling is legal. The spending data, therefore, offers an alternative view of moves in the Chinese economy.

11DEC 2018


How the Brexit delay has moved markets – and what it means for the economy

As Theresa May meets European leaders seeking a better Brexit deal, the UK economy heads for a period of heightened uncertainty and stagflation.

05DEC 2018


Outlook 2019: Global economy

We forecast global growth to slow in 2019 and the dollar looks set to weaken with US interest rates peaking mid-year.

03DEC 2018


Trump-Xi trade truce: what next?

Quickview: The trade truce between the US and China is a positive outcome, but we expect hostilities to resume later next year.


30NOV 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - December 2018

In our latest update to our growth forecasts, we explain why we've downgraded global growth for 2019.

20NOV 2018


Infographic: A view of the world economy in November 2018

In this month's infographic we look at whether other countries are following the US lead and turning to fiscal policy, the reasons for weakness in eurozone data, and the outlook for Brazil's economy under Jair Bolsonaro.