Economic views

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Economie

11NOV 2019

UK economy rebounds to avoid recession

Unless the economy improves and a smooth Brexit is achieved, interest rates may be lowered.

2019

OKTOBER

31OKT 2019

Economie

Fed hits pause, for now

Trade uncertainty and a squeeze on profit margins could see a return to rate cuts in 2020.

31OKT 2019

Economische & strategische analyse

Economic and Strategy Viewpoint - November 2019

This month's Viewpoint discusses the outlook for US corporate profits, the debt picture in emerging markets, and the lessons we can draw from Japan's experience of fiscal stimulus in the 1990s.

28OKT 2019

Economie

Smooth Brexit could be on cards as election looms

A smooth Brexit could remove some of the fog of uncertainty over the UK economic outlook, a prospect made more likely by the agreement to extend the deadline to 31 January 2020.

23OKT 2019

Economie

Is the US heading for recession in 2020?

We look at what bond and labour markets are signalling about the prospects for the US economy next year.

18OKT 2019

Economie

Does record low for China growth mark a turning point?

We think the Chinese economy could be about to turn the corner as growth hits a modern-era low.

17OKT 2019

Economie

Brexit deal reaction: recession averted?

What are the implications of today's breakthrough in Brexit negotiations?

16OKT 2019

Economie

The "inescapable truths" one year on: what's changed?

A year ago we identified the disruptive and economic forces that we thought would shape the decade ahead for investors. These were our "inescapable truths". But do they still hold true?