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Brexit

02OCT 2019

How might the UK economy react to different Brexit scenarios?

The UK’s path to Brexit remains unclear, even as the 31 October deadline approaches. We look at three scenarios and the potential economic impact of each.

2019

SEPTEMBER

04SEP 2019

Economics

How trade wars are rocking the wobbly world economy

Following the latest escalation of tensions, we are downgrading our forecasts for growth.

AUGUST

23AUG 2019

Economic and Strategy Viewpoint

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.

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

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.

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.