China defies the gloom
Chinese industrial production has been stronger than expected, though we see a risk that this could reverse next month.
Infographic: A view of the world economy in April 2019
In this month's infographic we explore investors' main concerns for 2019 including political risk and a sustained low growth environment.
Is the UK stuck in Brexit limbo?
Extension to the Brexit deadline reduces the incentives for the UK parliament to compromise.
The coming squeeze on US profits
We see US profits falling 4% in 2020 as slower growth and higher wage costs hit companies’ profit margins. But we have modelled a range of alternativ…