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Economic Views

14NOV 2019

Disappointing Japanese growth bolsters case for rate cut

Economic growth was weaker than we expected in Q3, increasing expectations for a rate cut from the Bank of Japan

Economic Views

11NOV 2019

2019

OCTOBER

10OCT 2019

Economic Views

The UK looks to have avoided a recession, for now

GDP figures show activity is deteriorating, but not fast enough to force the Bank of England to act

SEPTEMBER

12SEP 2019

Economic Views

Draghi's goodbye gift: QE until 2026?

At Mario Draghi’s final policy meeting, the gloomy European Central Bank lowered interest rates and restarted QE without limits.

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

09AUG 2019

Economic Views

Will the UK economy slip into recession?

Disappointing GDP data shows the UK economy contracted in the second quarter and raises the risk of the country entering a technical recession.

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

JULY

31JUL 2019

Economic Views

Slowing eurozone needs fiscal boost

A sluggish outlook and low inflation suggest the European Central Bank is inching towards further stimulus, which we don’t think will be enough.