Keith Wade

Chief Economist & Strategist

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Economic and Strategy Viewpoint

23AUG 2019

Economic and Strategy Viewpoint - September 2019

In their latest forecast update, our economists downgrade their projections for global growth due to the recent escalation in the US-China trade war.

Economic and Strategy Viewpoint

14AUG 2019

Economic Views

05AUG 2019

2019

JULY

11JUL 2019

Economic Views

Powell tees up a US rate cut

In his Congress appearance, Federal Reserve (Fed) chair Jerome Powell set the stage for a US rate cut later this month. We expect more to come this year.

02JUL 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.

JUNE

20JUN 2019

Economic Views

Fed holds fire, but July rate cut likely

Although the US Federal Reserve kept rates unchanged this month, the direction of travel is towards easier policy. Whether this will be enough to restore corporate confidence and spending may depend as much on the president as the Fed.

18JUN 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - June 2019

This month we update our forecasts for a wobbly world economy, but see green shoots beginning to sprout in Europe.

07JUN 2019

Economic Views

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.

05JUN 2019

Economic Views

Trump targets Mexico, hits the Fed

We cannot be sure if Trump’s Mexican tariffs are just part of his bargaining strategy, but it may get him the Fed rate cut he wants.

MAY

16MAY 2019

Economic Views

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.