Economic & Strategy Viewpoint

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Economic and Strategy Viewpoint

31JUL 2019

Economic and Strategy Viewpoint - August 2019

This month our economists look at why fiscal policy is back in vogue, what's behind weak US inflation and why weak sterling isn't helping the UK.

Economic and Strategy Viewpoint

28JUN 2019

Economic and Strategy Viewpoint

31MAY 2019

2019

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.

FEBRUARY

01FEB 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - February 2019

In our latest update we discuss the degree of pessimism in European equity markets, and explore the prospects for emerging market assets and the economic links between China and Australia.

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.

OCTOBER

31OCT 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - November 2018

The market selloff, the return of fiscal policy, a slowdown in eurozone data and Bolsanaro's Brazil victory all feature in our monthly analysis of the global economy.