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Economic Views

18MAR 2019

Infographic: A view of the world economy in March 2019

In this month's infographic, we raise our growth forecasts for 2020 but downgrade them for 2019 as we illustrate the near-term issues dragging on the economy.

2019

FEBRUARY

20FEB 2019

Equities

Are investors too pessimistic on European shares?

Some European markets seem priced for recession but economists still forecast growth for the region in 2019.

14FEB 2019

Economic Views

Germany and Japan avoid recession but weaker global trade bites

Domestic demand improved in both economies at the end of 2018 but trade concerns persist.

11FEB 2019

Economic Views

Brexit uncertainty weighs on UK GDP growth

The weak growth figures point to risk of recession this year.

JANUARY

31JAN 2019

Economic Views

Eurozone growth fails to recover as Italy slips into recession

Snapshot: Leading indicators suggest further weakness to come, but European risk assets are already priced for recession.

23JAN 2019

Economic Views

Three themes for 2019 - and some black swans

We discuss three themes that will shape market performance in the coming year, as well as four events that could take investors by surprise.

23JAN 2019

Fixed Income

The yield curve explained: is it predicting recession?

Since 1980 the yield curve has accurately predicted the last five US recessions. After nearly a decade of economic expansion, is it telling us that another one is on its way in 2019?

2018

DECEMBER

20DEC 2018

Economic Views

Fearful markets disappointed by Fed policy stance

Market participants had expected a more dovish statement given recent volatility in risk assets