Azad Zangana

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Economic Views

04APR 2019

Is the ECB’s guidance to markets proving effective?

Delays in tightening monetary policy lead to comparisons with Japan as negative interest rates become the “new normal”.

Economic and Strategy Viewpoint

03APR 2019

Economic Views

25MAR 2019

2019

MARCH

08MAR 2019

Economic Views

ECB’s rate rise delay is likely to hurt banks’ profitability

We now forecast the next interest rate rise will be in March 2020.

01MAR 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - March 2019

In our latest forecast update, we cut our 2019 global growth projection again but we still think the US and world economy will avoid recession.

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.

07FEB 2019

Economic Views

Bank of England downgrades growth forecast as Brexit hits sentiment

Upside risks remain if an orderly Brexit is achieved, paving the way for an interest rate rise.

04FEB 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - February 2019

In our latest update we discuss the degree of pessimism in European equity markets, and explore the prospects for emerging market assets and the economic links between China and Australia.