12SEPT. 2019

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.



23AOÛT 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.

01AOÛT 2019


Brazil's central bank does not disappoint

Brazil’s central bank lowered its key interest rate by 50bps to 6%, and further easing looks likely amid progress on economic reforms.


31JUIL. 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.

26JUIL. 2019


A cautious cut from the Russian central bank

We expect one further cut this year as inflation continues to decline.

15JUIL. 2019


De quels outils disposent à présent les banques centrales des marchés développés ?

Le bas niveau des taux d’intérêt limitera la capacité des banques centrales à réduire davantage ces taux en cas de détérioration de l’économie. Nous examinons ici les autres options disponibles sur les marchés développés.

10JUIL. 2019


Why central banks' arsenal gives EM advantage

We look at why central banks in emerging markets have the upper hand over their developed market counterparts.

02JUIL. 2019


Why I’m backing a consumer comeback in Europe

The outlook for Europe may be less gloomy than many investors think.