Monetary Policy

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Economic Views

16JUL 2019

Infographic: A snapshot of the world economy in July 2019

In this month's infographic we look at what is left in central banks' arsenals to tackle any future economic downturn.

Economic Views

10JUL 2019

2019

JULY

03JUL 2019

Economic Views

Is Christine Lagarde a welcome ECB appointment for investors?

Christine Lagarde will succeed Mario Draghi as president of the European Central Bank, it has been revealed. We discuss what this might mean for markets and the economy.

JUNE

20JUN 2019

Economic Views

Fed holds fire, but July rate cut likely

Although the US Federal Reserve kept rates unchanged this month, the direction of travel is towards easier policy. Whether this will be enough to restore corporate confidence and spending may depend as much on the president as the Fed.

APRIL

25APR 2019

Economic Views

Central banks of Japan and Canada join the dovish camp

Both the Bank of Japan and Bank of Canada left interest rates on hold, as expected, while tweaks to guidance imply a more accommodative stance.

04APR 2019

Economic Views

Is the ECB’s guidance to markets proving effective?

Delays in tightening monetary policy lead to comparisons with Japan as negative interest rates become the “new normal”.

FEBRUARY

27FEB 2019

Equities

Why the outlook for Latin American stocks is improving

Pablo Riveroll discusses the risks and rewards in Latin American equities, and explains their attractiveness compared to other regions.

07FEB 2019

Economic Views

India's central bank takes a dovish turn

The central bank has cut interest rates but a pause may have been a more prudent option.

JANUARY

31JAN 2019

Economic Views

Eurozone growth fails to recover as Italy slips into recession

Snapshot: Leading indicators suggest further weakness to come, but European risk assets are already priced for recession.