Economics
05JUN 2019
Why the world economy is like a wobbly bike
The world economy increasingly resembles an unstable bicycle that can be tipped over by the slightest bump in the road.
Keith Wade
Chief Economist & Strategist
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Economics
07JUN 2019
Economic and Strategy Viewpoint
31MAY 2019
2019
MAY
16MAY 2019
Economics
Who will pay as US-China trade wars intensify?
The GDP impact of escalating trade tensions will be more severe on China but US consumers will pay as companies pass on higher costs.
02MAY 2019
Economics
Watching and waiting: Fed in neutral
The Fed’s next move is likely to be a rate cut, but not until next year
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.
APRIL
10APR 2019
Economics
The coming squeeze on US profits
We see US profits falling 4% in 2020 as slower growth and higher wage costs hit companies’ profit margins. But we have modelled a range of alternatives - and charted the potential impact.
08APR 2019
Global Market Perspective
Global Market Perspective - Q2 2019
Our latest economic and asset allocation views include a note on the prospects for US corporate earnings.
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.
25MAR 2019
Economics
Savings behaviour in a low rate world: what can we learn from Japan?
We examine whether Japanese households have taken on more risk in search of higher returns, and consider the implications for other developed markets.