Senior European Economist and Strategist
Steady global growth and low inflation means we remain in a Goldilocks environment where activity is neither too hot nor too cold.
In this month's infographic we look at the pros and cons of low inflation and balance sheet reduction, the state of the UK economy and the outlook for global trade.
The figures show further signs of the squeeze on household budgets. We continue to expect the Bank of England to keep interest rates steady until 2019.
In this month's infographic, we take a look at the market's rise so far in 2017 and ask if there are signs of investor complacency.
Our economics team review market performance year-to-date, consider whether we have seen the end of the "Trump trade" and ask if investors have become complacent.
On the first anniversary of the historic vote to leave the European Union, we look at the impact the referendum has had on the UK from an economic, fixed income and equity perspective.