Economic views

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Economics

09AUG 2019

Will the UK economy slip into recession?

Disappointing GDP data shows the UK economy contracted in the second quarter and raises the risk of the country entering a technical recession.

Economics

07AUG 2019

2019

AUGUST

05AUG 2019

Economics

Has Trump misjudged China?

With the yuan’s latest depreciation, China is upping the ante in its trade war with the US. This has significant market and economic implications.

02AUG 2019

Economics

Resilient US labour market overshadowed by trade worries

The latest employment figures are strong, but escalation in the US-China trade dispute increases the prospect of another interest rate cut in September.

01AUG 2019

Economics

No-deal Brexit risk fails to spark BoE action

Constrained Bank of England keeps interest rates on hold as markets continue to ignore the bank’s forward guidance

01AUG 2019

Economics

Brazil's central bank does not disappoint

Brazil’s central bank lowered its key interest rate by 50bps to 6%, and further easing looks likely amid progress on economic reforms.

JULY

31JUL 2019

Economics

Slowing eurozone needs fiscal boost

A sluggish outlook and low inflation suggest the European Central Bank is inching towards further stimulus, which we don’t think will be enough.

31JUL 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - August 2019

This month our economists look at why fiscal policy is back in vogue, what's behind weak US inflation and why weak sterling isn't helping the UK.

31JUL 2019

Economics

Why weaker pound has failed to turbocharge the economy

Without an increase in exports, the expected benefit from the currency depreciation is lost.