Economic views

FEBRUARY

28FEB 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - March 2018

This month we focus on our latest forecast updates. These include an upgrade to global growth for 2018 which could fuel higher inflation, especially in the US.

15FEB 2018

Economics

Infographic: A view of the global economy in February 2018

In this month's infographic we look at the forces driving the weaker US dollar, the prospects for continued global growth and what political risk could mean for emerging markets.

14FEB 2018

Economics

US inflation shows signs of rising cyclical pressure in January

Core inflation looks likely to accelerate further, putting pressure on the Federal Reserve to keep tightening policy.

14FEB 2018

Economics

Japanese growth moderates, but eighth consecutive quarter of positive GDP growth confirmed

Quickview: Consumption and capex the bright spots in a weaker-than-expected Japan GDP report.

09FEB 2018

Economics

BoE: earlier and greater interest rate rises on the horizon

UK policymakers are concerned about inflation despite weak growth; we now forecast a November rate hike.

02FEB 2018

Markets

Six charts of the month: Trumponomics, Putin, bond yields

Tax cuts, Treasuries, the Russian election and recycling all feature among the charts that caught our eye in January.

JANUARY

31JAN 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - February 2018

This month we look at the prospects for trade and the dollar, the case for withdrawing extraordinary stimulus measures in Europe, and forthcoming elections in emerging markets.

30JAN 2018

Economics

The eurozone economic boom continues

Quickview: How long can the European Central Bank maintain its extraordinarily loose monetary policy?

26JAN 2018

Economics

US economy maintains momentum as domestic spending shines through

Quickview: Latest US growth data is robust, but distorted by effects of post-hurricane spending.

26JAN 2018

Economics

30-year return forecast: 2018 update

In our annual update of 30-year asset class return forecasts, equities are still on top, though credit has caught up in the US.