Economic views

15MAY 2018

Economics

Infographic: A view of the global economy in May 2018

We look at the potential trade war between China and the US, who else could be affected and what the likely outcome might be.

10MAY 2018

Economics

Bank of England pauses hikes, awaiting more clarity

The market now shares our view that the next UK rate rise will be in November.

10MAY 2018

Economics

Are Australia and Canada’s cooling housing markets a threat to financial stability?

After a long housing boom in Australia and Canada, some observers expect a sharp correction. Should this spark concern about the wider economic impact in these countries?

04MAY 2018

Economics

US employment report signals the economy has peaked at a high level

Quickview: Recent data confirm the US is late in the cycle and we maintain our forecast for a total of four interest rate hikes this year.

03MAY 2018

Economics

Will UK interest rates rise in May?

Forecasts for rates have suddenly shifted. We put five pressing questions about the future of monetary policy to senior economist Azad Zangana.

02MAY 2018

Economics

Is this the end of the eurozone recovery?

Quickview: Eurozone GDP growth slows, but adverse weather is probably to blame.

02MAY 2018

Economics

Trade wars: what do they mean for the global economy?

Trade tensions are rising between the US and China, with both sides having announced tariffs on certain imports from the other. We look at how this could impact the global economy.

APRIL

23APR 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - May 2018

Trade wars, and how they might affect the US, emerging markets and Japan, are the focus of this month's viewpoint.

19APR 2018

Economics

Infographic: A view of the global economy in April 2018

We look at the factors that could bring the current economic expansion phase to an end.

17APR 2018

Economics

Is the road to inflation taking us back to the 1960s?

The 1960s are remembered for radical social reform, political upheaval and war. Often forgotten is that they were also a time of rising inflation – and in this they may hold disquieting lessons for us today.