Economic views

31OCT 2018


Bank of Japan stands firm amid concern over side effects of easing

The Japanese central bank held fire on monetary policy changes at its October meeting as it downgraded the inflation outlook yet again

29OCT 2018


Budget 2018: Austerity killed off – if a Brexit horror show is avoided

The Chancellor hands out short-term Halloween treats for government departments, but the spectre of Brexit still looms large.

29OCT 2018


Brazil backs Bolsanaro: what next?

Despite his controversial reputation, Jair Bolsanaro’s victory in the Brazilian election has been greeted with investor optimism. But the real test is yet to come – particularly regarding the crucial topic of pension reform.

24OCT 2018


Womenomics: Is Japan’s economy lacking women?

Japan’s impressive labour market data masks the low number of women employed or actively looking for work, known as the participation rate. We look at what might happen as this number rises.

19OCT 2018


China’s growth surprise is just the start

With the impact of tariffs yet to show up in the data, and the looming threat of a property slowdown, the larger-than-expected slowdown in Chinese growth is a taste of things to come.

16OCT 2018


Infographic: A view of the global economy in October 2018

In this month's infographic we look at whether trade wars will end the current economic cycle and the issues facing Italy's highly indebted government.

12OCT 2018


Tough week for markets amid worries over rising interest rates

Yesterday’s softer US inflation reading has helped to settle stock markets but we still expect further rate increases and trade tensions to remain a concern.

11OCT 2018


US finds temporary inflation relief

The current strong economic activity and tight labour market are likely to result in elevated inflation in 2019

10OCT 2018


UK suffers World Cup hangover

The economy stalled in August after a strong July.

08OCT 2018

Global Market Perspective

Global Market Perspective - Q4 2018

The intensifying trade wars, Italy's debt dynamics and the US yield curve are among the topics we discuss in our latest economic and asset allocation views.