Keith Wade

02MAY 2018

Economic Views

Trade wars: what do they mean for the global economy?

Trade tensions are rising between the US and China, with both sides having announced tariffs on certain imports from the other. We look at how this could impact the global economy.

01MAY 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - May 2018

Trade wars, and how they might affect the US, emerging markets and Japan, are the focus of this month's viewpoint.

APRIL

17APR 2018

Economic Views

Is the road to inflation taking us back to the 1960s?

The 1960s are remembered for radical social reform, political upheaval and war. Often forgotten is that they were also a time of rising inflation – and in this they may hold disquieting lessons for us today.

06APR 2018

Watch/Listen

60 seconds on what could derail the US expansion

In this video Keith Wade discusses the factors which could undermine the ongoing strength in the US economy

05APR 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - April 2018

This month we look at the factors that might end one of the longest US economic expansions in history. We also examine the drivers behind rising US Treasury yields and how China is positioning itself for slower growth.

MARCH

22MAR 2018

Economic Views

New Fed chair Powell raises rates, growth and inflation forecasts

We still see scope for further interest rate rises from the Fed this year, following yesterday’s 25 basis point hike at the March meeting of the FOMC.

06MAR 2018

Economic Views

Why economic growth (and rates) could increase faster than expected

We’ve upgraded our predictions for how the major economies around the world will perform in the next two years. Here, we briefly explain why and summarise our predictions.

02MAR 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - March 2018

This month we focus on our latest forecast updates. These include an upgrade to global growth for 2018 which could fuel higher inflation, especially in the US.

FEBRUARY

14FEB 2018

Economic Views

US inflation shows signs of rising cyclical pressure in January

Core inflation looks likely to accelerate further, putting pressure on the Federal Reserve to keep tightening policy.

09FEB 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - February 2018

This month we look at the prospects for trade and the dollar, the case for withdrawing extraordinary stimulus measures in Europe, and forthcoming elections in emerging markets.