Economics

12NOV 2018

Economic Views

Should other countries take a leaf out of Trump's economic playbook?

With growth outside the US faltering, we expect governments around the world to take a leaf out of Trump’s playbook and use tax and spending measures to support their economies.

09NOV 2018

Economic Views

World Cup spending spree temporarily boosts UK economy

Although third quarter GDP data was strong, the UK economy flat-lined in August and September. We expect a very weak end to 2018.

07NOV 2018

Economic Views

US midterm elections: Is gridlock good?

Quickview: The US midterms have, as expected, seen the Democrats take the House with the Republicans holding the Senate. Our investment experts consider the implications for fiscal policy, trade, and the 2020 presidential election.

02NOV 2018

Economic Views

December rate hike likely after US jobs boost

Quickview: Latest data paints a rosy picture for US employment and wage growth, and supports the case for a further rate hike in December.

OCTOBER

31OCT 2018

Economic Views

Bank of Japan stands firm amid concern over side effects of easing

The Japanese central bank held fire on monetary policy changes at its October meeting as it downgraded the inflation outlook yet again

29OCT 2018

Economic Views

Brazil backs Bolsanaro: what next?

Despite his controversial reputation, Jair Bolsanaro’s victory in the Brazilian election has been greeted with investor optimism. But the real test is yet to come – particularly regarding the crucial topic of pension reform.

24OCT 2018

Economic Views

Womenomics: Is Japan’s economy lacking women?

Japan’s impressive labour market data masks the low number of women employed or actively looking for work, known as the participation rate. We look at what might happen as this number rises.

19OCT 2018

Economic Views

China’s growth surprise is just the start

With the impact of tariffs yet to show up in the data, and the looming threat of a property slowdown, the larger-than-expected slowdown in Chinese growth is a taste of things to come.

16OCT 2018

Economic Views

Infographic: A view of the global economy in October 2018

In this month's infographic we look at whether trade wars will end the current economic cycle and the issues facing Italy's highly indebted government.