Economics
05APR 2019
Robust US growth figures calm recession worries
Weaker inflation suggests interest rates are likely to remain on hold
US Monetary Policy
Highlight
2019
JANUARY
31JAN 2019
Economics
The Fed: still the market's flexible friend
Snapshot: The US central bank’s more dovish stance has been welcomed by markets. We forecast another rate rise this year if activity picks up as expected.
2018
DECEMBER
13DEC 2018
Markets
Outlook 2019: US equities
We believe that US earnings growth will slow in 2019, but we think the more challenging corporate environment may provide a rich backdrop for stockpickers.
13DEC 2018
Markets
Outlook 2019: Global credit
Valuations have become more attractive and fundamentals are reasonably positive. But a period of transition looms, with central bank support being withdrawn and government bonds now offering a more compelling alternative than they have in many years.
NOVEMBER
07NOV 2018
Economics
US midterm elections: Is gridlock good?
Quickview: The US midterms have, as expected, seen the Democrats take the House with the Republicans holding the Senate. Our investment experts consider the implications for fiscal policy, trade, and the 2020 presidential election.
AUGUST
03AUG 2018
Economics
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.
MARCH
22MAR 2018
Economics
New Fed chair Powell raises rates, growth and inflation forecasts
We still see scope for further interest rate rises from the Fed this year, following yesterday’s 25 basis point hike at the March meeting of the FOMC.
FEBRUARY
14FEB 2018
Economics
US inflation shows signs of rising cyclical pressure in January
Core inflation looks likely to accelerate further, putting pressure on the Federal Reserve to keep tightening policy.