Economic views

07NOV 2017

Economics

Eurozone: Political risk still simmering

Though many of Europe’s major political obstacles have been overcome, events in Spain highlight that political risk continues to simmer under the surface. These risks are contained for now, helped by quantitative easing which is set to continue into 2018.

06NOV 2017

Economics

Firing on all cylinders?

Despite the strengthening of global activity, inflation remains quiescent. This is creating consternation among policymakers whose models would have predicted a pick-up in wage and price pressure.

03NOV 2017

Economics

Rates set to rise again in December as US jobs rebound

Latest payroll data sees jobs market rebound and keeps the prospect of a further rate rise in December on the cards. But wages stay subdued.

02NOV 2017

Economics

Bank of England raises interest rates but are there more hikes to come?

Despite a sluggish economy, the central bank is worried about rising inflation pressures.

01NOV 2017

Markets

The rise of young Asia: how millennials are transforming a region

We look at the huge shift of economic power towards a growing and increasingly wealthy Asian middle class, which - crucially - is both young and at ease with technology and rapid change.

OCTOBER

31OCT 2017

Economics

Europe is booming

Strong growth and falling inflation means investors can continue to enjoy the Goldilocks environment.

26OCT 2017

Economics

Upbeat ECB to extend QE into 2018

Monthly purchases will be halved, but repurchases will continue for some time as the economy appears to have turned a corner.

26OCT 2017

Economics

End in sight for Brazil’s easing cycle

With Brazil announcing another interest rate cut, we think the easing cycle is likely to end in December.

25OCT 2017

Economics

UK GDP growth remains sluggish but rates are poised to rise

The Bank of England is unlikely to back away from raising interest rates in November despite ongoing weakness in growth and productivity.

19OCT 2017

Economics

Chinese growth shrugs off headwinds

A resilient economy strengthens President Xi Jinping at a crucial political juncture.