Economic & Strategy Viewpoint

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Economic and Strategy Viewpoint

02OCT 2019

Economic and Strategy Viewpoint - October 2019

The latest update from the economics team discusses whether global activity is at a turning point as well as including an update on Brexit and the prospects for China’s currency.

Economic and Strategy Viewpoint

23AUG 2019

Economic and Strategy Viewpoint

14AUG 2019

2019

JULY

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

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.

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.

APRIL

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

01MAR 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - March 2019

In our latest forecast update, we cut our 2019 global growth projection again but we still think the US and world economy will avoid recession.

FEBRUARY

04FEB 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - February 2019

In our latest update we discuss the degree of pessimism in European equity markets, and explore the prospects for emerging market assets and the economic links between China and Australia.

JANUARY

08JAN 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - January 2019

In our latest update we review 2018 and look ahead to key themes for 2019 and some potential "black swans".