Monetary Policy

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Economics

10AUG 2018

Japanese growth rebounds in Q2 amid buoyant domestic demand

The robust domestic picture is encouraging given weaker outlook for global trade

2018

JULY

06JUL 2018

Economics

Why has eurozone trade slowed?

We look at where trade has fallen and what this means for growth.

MAY

10MAY 2018

Economics

Bank of England pauses hikes, awaiting more clarity

The market now shares our view that the next UK rate rise will be in November.

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.

MARCH

06MAR 2018

Economics

Why economic growth (and rates) could increase faster than expected

We’ve upgraded our predictions for how the major economies around the world will perform in the next two years. Here, we briefly explain why and summarise our predictions.

FEBRUARY

15FEB 2018

Economics

Infographic: A view of the global economy in February 2018

In this month's infographic we look at the forces driving the weaker US dollar, the prospects for continued global growth and what political risk could mean for emerging markets.

09FEB 2018

Economics

UK interest rate rises to be earlier and greater than expected

Latest comments from the Bank of England (BoE) and its governor Mark Carney indicate that UK interest rates are likely to go up sooner and faster than previously expected.

JANUARY

26JAN 2018

Markets

Why three is the magic number for 2018

We discuss the three factors that will determine whether the reflationary environment continues.