Economics
26APR 2019
Economics
31OCT 2019
Trade uncertainty and a squeeze on profit margins could see a return to rate cuts in 2020.
Economics
26APR 2019
Economics
05APR 2019
21MAR 2019
Economics
The Federal Reserve signals no rate rises for 2019
31JAN 2019
Economics
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.
13DEC 2018
Markets
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
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 But a period of transition looms, with central bank support being withdrawn and government bonds now offering a more compelling alternative than they have in many years.
07NOV 2018
Economics
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.
03AUG 2018
Economics
Quickview: We think the world economy is entering a soft patch, something backed up by today’s payroll numbers from the US.
22MAR 2018
Economics
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.
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