Economics

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.

MAY

31MAY 2017

Economic and Strategy Viewpoint

June 2017

In this month's update, we look at how political risks may be fading and macro worries are returning, consider the policy differences between the UK's two major parties, and examine the diverging fortunes of the emerging markets.

31MAY 2017

Economics

Disappointing eurozone inflation highlights downside risks

We continue to think the ECB will prolong quantitative easing.

18MAY 2017

Economics

Brazilian market faces Temer tantrum

Allegations of corruption against Brazil’s president could have implications for economic recovery and may alter the outlook for the 2018 presidential election.

15MAY 2017

Markets

Investors should prepare for liquidity inflection point

Fixed income investors will need to be opportunistic as periods of volatility are set to increase.

12MAY 2017

Economics

The story of the global economy in pictures - May 2017

In this month's infographic we look at whether dollar strength has reached a turning point, how the UK election offers hope for a softer Brexit and the political turmoil in South Africa.

08MAY 2017

Markets

Macron victory marks market-friendly French election outcome

Macron’s reform agenda should be positive for economic growth in France. As political risk falls, investors can now turn their focus to the corporate earnings recovery.

03MAY 2017

Economics

TalkingEconomics: Has the dollar turned?

Amid signs that the US dollar is dragging on US activity we believe that the path is open to a weaker currency. President Donald Trump would welcome dollar depreciation as would the emerging markets, but such a development could be problematic for the European Central Bank (ECB) and Bank of Japan (BoJ).

03MAY 2017

Economics

TalkingEconomics: Snap UK election offers hope for a softer Brexit

Prime Minister Theresa May’s surprise announcement that there will be an election on 8 June has been cheered by investors. The economy is on the verge of slowing, making holding the election more urgent for the government.