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Economic and Strategy Viewpoint

23AUG 2019

Economic and Strategy Viewpoint - September 2019

In their latest forecast update, our economists downgrade their projections for global growth due to the recent escalation in the US-China trade war.

Economic and Strategy Viewpoint

31JUL 2019

2019

JULY

26JUL 2019

Economics

A cautious cut from the Russian central bank

We expect one further cut this year as inflation continues to decline.

10JUL 2019

Economics

Why central banks' arsenal gives EM advantage

We look at why central banks in emerging markets have the upper hand over their developed market counterparts.

02JUL 2019

Markets

Why I’m backing a consumer comeback in Europe

The outlook for Europe may be less gloomy than many investors think.

JUNE

28JUN 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - July 2019

In this month's Viewpoint we discuss the outlook for US interest rates as well as the policy options available to central banks in the event of a global slowdown.

MARCH

21MAR 2019

Economics

Fed turns more dovish and signals an end to rate hikes

The Federal Reserve signals no rate rises for 2019

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.