Inflation

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Brexit

02OCT 2019

How might the UK economy react to different Brexit scenarios?

The UK’s path to Brexit remains unclear, even as the 31 October deadline approaches. We look at three scenarios and the potential economic impact of each.

Economic Views

12SEP 2019

Economic Views

06SEP 2019

2019

SEPTEMBER

04SEP 2019

Economic Views

How trade wars are rocking the wobbly world economy

Following the latest escalation of tensions, we are downgrading our forecasts for growth.

AUGUST

01AUG 2019

Economic Views

Brazil's central bank does not disappoint

Brazil’s central bank lowered its key interest rate by 50bps to 6%, and further easing looks likely amid progress on economic reforms.

JULY

26JUL 2019

Economic Views

A cautious cut from the Russian central bank

We expect one further cut this year as inflation continues to decline.

10JUL 2019

Economic Views

Why central banks' arsenal gives EM advantage

We look at why central banks in emerging markets have the upper hand over their developed market counterparts.

02JUL 2019

Equities

Why I’m backing a consumer comeback in Europe

The outlook for Europe may be less gloomy than many investors think.

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

13MAR 2019

Economic Views

Emerging markets forecast update: oil on troubled waters

We have made minor changes to growth expectations in emerging markets, but large downward revisions to inflation amid a more favourable oil price outlook.