Interest Rates

15JUN 2017

Economics

Another Fed hike, but how many more to come?

Following the latest interest rate rise in the US, we expect a further one in September and balance sheet reduction to kick in around the turn of the year.

02JUN 2017

Economics

TalkingEconomics: Global forecast update - political risks fade, macro risks return

The global recovery remains intact and political risks have eased, but more traditional macroeconomic concerns return to the fore.

02JUN 2017

Economics

TalkingEconomics: European forecast update - from strength to strength

The eurozone continues to outperform expectations, although UK growth has slowed as expected.

02JUN 2017

Economics

TalkingEconomics: Emerging markets forecast update - diverging fortunes

We have downgraded most of the BRIC economies as idiosyncratic stories deteriorate. China escapes unscathed, with a slowdown still expected later this year after a strong first quarter, as tighter policy bites.

01JUN 2017

Watch/Listen

60 seconds on the most predictable element of investing in Japan

Andrew Rose explains why the geopolitical backdrop should not distract investors from positive company-level changes in Japan.

APRIL

28APR 2017

Economics

Russian central bank steps up the pace

Today’s interest rate cut is larger than expected but likely to have limited impact on the strength of the rouble.

25APR 2017

Economics

The case for ending negative rates early

Reversing negative interest rates would correct a policy mistake.

13APR 2017

Economics

Brazil slashes rates to boost flagging economy

A drastic fall in inflation over the past year has led to the Brazilian central bank accelerating its easing. Further cutting is likely to follow in May.

MARCH

16MAR 2017

Economics

Dovish rate rise from the Fed while BoE and BoJ stand pat

Global central bank roundup: while the Federal Reserve moves towards normalisation of interest rates, it appears to remain a remote prospect for Japan and the UK.

JANUARY

12JAN 2017

Economics

Weak data prompts aggressive Brazilian central bank cut

Preceded by lower-than-expected inflation earlier in the day, the decision by the Brazilian central bank to cut interest rates by 75 basis points (bps) instead of the 50 bps forecast was a surprise that had been a while in the making.