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Economics

03AUG 2018

Employment data dips: is US growth moderating?

Quickview: We think the world economy is entering a soft patch, something backed up by today’s payroll numbers from the US.

2018

MAY

04MAY 2018

Economics

US employment report signals the economy has peaked at a high level

Quickview: Recent data confirm the US is late in the cycle and we maintain our forecast for a total of four interest rate hikes this year.

04MAY 2018

Markets

Monthly markets review - April 2018

A look back on what happened to equities and bonds in April, as the oil price rallied.

02MAY 2018

Economics

Trade wars: what do they mean for the global economy?

Trade tensions are rising between the US and China, with both sides having announced tariffs on certain imports from the other. We look at how this could impact the global economy.

APRIL

17APR 2018

Economics

Is the road to inflation taking us back to the 1960s?

The 1960s are remembered for radical social reform, political upheaval and war. Often forgotten is that they were also a time of rising inflation – and in this they may hold disquieting lessons for us today.

04APR 2018

Markets

Markets in March: six charts of the month

Facebook, Chinese trade, unemployment and out-of-favour UK all feature in the six charts that caught our eye last month.

MARCH

27MAR 2018

Markets

What is Blockchain and why will it revolutionise business?

Cryptocurrencies like Bitcoin get all the attention (and notoriety), but it is the underlying Blockchain technology that will revolutionise global business. In our view, it has the potential to be as significant for industry in general as the internet was for society.

23MAR 2018

Markets

How and why rising trade tensions have moved markets

After markets fell sharply overnight, we look at what's been going on and what might happen next.