Economic views

05OCT 2018


Why India’s central bank may have made a mistake

We don’t find the reasoning behind the Indian central bank’s decision to leave rates on hold particularly persuasive.


28SEP 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - October 2018

The trade war between the US and China has escalated, and we expect the dispute to drag out. We assess the impact for the global economy.

27SEP 2018


US Fed lifts rates, with more in store

Quickview: We continue to expect further rate rises, taking the policy rate to 3% by mid-2019.

25SEP 2018


Infographic: Why the world economy is slowing

This month's infographic explains why we expect global growth to slow.

18SEP 2018


Japan PM poised to cement his position

Quickview: We see a more hawkish monetary policy stance as one implication of a Shinzo Abe leadership election win.

18SEP 2018


Trade wars step up, more to come

Quickview: As the trade wars escalate we see no sign of agreement between the US and China. We assess the macro impact.

14SEP 2018


Ten years on from the crisis, where might the future fault lines lie?

We examine the imbalances that caused the global financial crisis and consider areas of potential future stress for the world economy.


22AUG 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - September 2018

We have trimmed our forecast for global growth for the second time this year, largely driven by cuts to Europe and Japan as well as escalating trade wars.

13AUG 2018


Infographic: A view of the global economy in August 2018

In this month's infographic we look at the factors dragging on global growth and how much of a slowdown they might cause.

10AUG 2018


Japanese growth rebounds in Q2 amid buoyant domestic demand

The robust domestic picture is encouraging given weaker outlook for global trade