Growth

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Economic Views

18OCT 2019

Does record low for China growth mark a turning point?

We think the Chinese economy could be about to turn the corner as growth hits a modern-era low.

Economic and Strategy Viewpoint

02OCT 2019

2019

OCTOBER

01OCT 2019

Economic Views

How will today's consumption tax rise affect Japan's economy?

In a weak global environment, the tax increase underlines Japan’s long-term fiscal challenges.

SEPTEMBER

06SEP 2019

Economic Views

How trade wars are weakening the BRICs

Craig Botham explains why the economics team has downgraded the growth outlook across the BRIC economies this quarter, with weakness in 2020 driven by the trade war.

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

23AUG 2019

Economic and Strategy Viewpoint

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.

14AUG 2019

Economic and Strategy Viewpoint

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.

09AUG 2019

Economic Views

Two challenges remain for Bank of Japan despite stronger-than-expected GDP

Second quarter GDP growth shows improved domestic demand but further easing measures from the central bank look likely.

01AUG 2019

Economic Views

No-deal Brexit risk fails to spark BoE action

Constrained Bank of England keeps interest rates on hold as markets continue to ignore the bank’s forward guidance