Economics

03DEC 2018

Economics

Trump-Xi trade truce: what next?

Quickview: The trade truce between the US and China is a positive outcome, but we expect hostilities to resume later next year.

NOVEMBER

20NOV 2018

Economics

Infographic: A view of the world economy in November 2018

In this month's infographic we look at whether other countries are following the US lead and turning to fiscal policy, the reasons for weakness in eurozone data, and the outlook for Brazil's economy under Jair Bolsonaro.

19NOV 2018

Economics

How worried should we be about the slowdown in German manufacturing?

New emissions standards for cars have resulted in weaker production in an important part of the German economy.

12NOV 2018

Economics

Should other countries take a leaf out of Trump's economic playbook?

With growth outside the US faltering, we expect governments around the world to take a leaf out of Trump’s playbook and use tax and spending measures to support their economies.

09NOV 2018

Economics

World Cup spending spree temporarily boosts UK economy

Although third quarter GDP data was strong, the UK economy flat-lined in August and September. We expect a very weak end to 2018.

07NOV 2018

Economics

US midterm elections: Is gridlock good?

Quickview: The US midterms have, as expected, seen the Democrats take the House with the Republicans holding the Senate. Our investment experts consider the implications for fiscal policy, trade, and the 2020 presidential election.

OCTOBER

29OCT 2018

Economics

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

Economics

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

Economics

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

Economics

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.