Monetary Policy

10JUL 2018

Economics

Sluggish UK growth to keep BoE cautious

Interest rates are likely to remain unchanged until the autumn as new monthly GDP data shows a small pick-up in growth.

06JUL 2018

Economics

Why has eurozone trade slowed?

We look at where trade has fallen and what this means for growth.

JUNE

14JUN 2018

Economics

Upbeat Fed turns more hawkish on rates

Markets will have to absorb a greater near-term tightening of US monetary policy after the Fed hiked rates.

04JUN 2018

Markets

Why Italian politics matters for eurozone banks

Capital strength, margins and the prospects for banking union are among the many issues that may be affected by recent political developments.

MAY

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.

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.

MARCH

06MAR 2018

Economics

Why economic growth (and rates) could increase faster than expected

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.

FEBRUARY

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.

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.

JANUARY

08JAN 2018

Global Market Perspective

Global Market Perspective Q1 2018

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.