Economic & Strategy Viewpoint

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Economic and Strategy Viewpoint

01OCT 2019

Economic and Strategy Viewpoint - October 2019

The latest update from the economics team discusses whether global activity is at a turning point as well as including an update on Brexit and the prospects for China’s currency.

Economic and Strategy Viewpoint

23AUG 2019

Economic and Strategy Viewpoint

31JUL 2019

2019

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.

MAY

01MAY 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - May 2019

This month we consider the prospect of a "melt-up" in markets, as well as stockpiling in the UK and the economic difficulties facing Turkey and Argentina.

MARCH

29MAR 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - April 2019

In this month's Viewpoint, we consider the outlook for US profits, the ECB's interest rate policy and the upcoming elections in India.

01MAR 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - March 2019

In our latest forecast update, we cut our 2019 global growth projection again but we still think the US and world economy will avoid recession.

JANUARY

04JAN 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - January 2019

In our latest update we review 2018 and look ahead to key themes for 2019 and some potential "black swans".

2018

NOVEMBER

30NOV 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - December 2018

In our latest update to our growth forecasts, we explain why we've downgraded global growth for 2019.

AUGUST

22AUG 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - September 2018

We have trimmed our forecast for global growth for the second time this year, largely driven by cuts to Europe and Japan as well as escalating trade wars.