Keith Wade

Chief Economist & Strategist

Highlight

Economic Views

07JUN 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.

Economic Views

05JUN 2019

2019

MAY

06MAY 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.

02MAY 2019

Economic Views

Watching and waiting: Fed in neutral

The Fed’s next move is likely to be a rate cut, but not until next year

10APR 2019

Economic Views

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.

03APR 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.

MARCH

21MAR 2019

Economic Views

Fed turns more dovish and signals an end to rate hikes

The Federal Reserve signals no rate rises for 2019

17MAR 2019

Equities

Infographic: Inescapable truths for the decade ahead

This interactive infographic explores our inescapable investment truths.