Economics

02JUN 2017

Economics

TalkingEconomics: European forecast update - from strength to strength

The eurozone continues to outperform expectations, although UK growth has slowed as expected.

MAY

31MAY 2017

Economics

Disappointing eurozone inflation highlights downside risks

We continue to think the ECB will prolong quantitative easing.

16MAY 2017

Economics

Consumers under pressure as UK inflation continues to rise

Households are likely to cut back spending as they feel the squeeze.

12MAY 2017

Economics

The story of the global economy in pictures - May 2017

In this month's infographic we look at whether dollar strength has reached a turning point, how the UK election offers hope for a softer Brexit and the political turmoil in South Africa.

08MAY 2017

Economics

Macron victory marks market-friendly French election outcome

Macron’s reform agenda should be positive for economic growth in France. As political risk falls, investors can now turn their focus to the corporate earnings recovery.

03MAY 2017

Economics

TalkingEconomics: Has the dollar turned?

Amid signs that the US dollar is dragging on US activity we believe that the path is open to a weaker currency. President Donald Trump would welcome dollar depreciation as would the emerging markets, but such a development could be problematic for the European Central Bank (ECB) and Bank of Japan (BoJ).

03MAY 2017

Economics

TalkingEconomics: Snap UK election offers hope for a softer Brexit

Prime Minister Theresa May’s surprise announcement that there will be an election on 8 June has been cheered by investors. The economy is on the verge of slowing, making holding the election more urgent for the government.

03MAY 2017

Economics

TalkingEconomics: Déjà vu in South Africa

The firing of South Africa’s well-respected finance minister by President Jacob Zuma could prove a painful mistake in an economy already struggling to generate momentum.

APRIL

28APR 2017

Economics

US GDP - better than the headline figure suggests

The latest data points to slowing momentum although the underlying picture seems more encouraging.

28APR 2017

Economics

Russian central bank steps up the pace

Today’s interest rate cut is larger than expected but likely to have limited impact on the strength of the rouble.