Capital strength, margins and the prospects for banking union are among the many issues that may be affected by recent political developments.
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.
We’ve upgraded our predictions for how the major economies around the world will perform in the next two years. Here, we briefly explain why and summarise our predictions.
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.
Global Market Perspective
Themes for 2018, slowing global liquidity, the behaviour of inflation and a review of 2017 all feature in this quarter's economic and asset allocation views.