Economic & Strategy Viewpoint

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Economic and Strategy Viewpoint

03APR 2019

Economic and Strategy Viewpoint - April 2019

In this month's Viewpoint, we consider the outlook for US profits, the ECB's interest rate policy and the upcoming elections in India.

Economic and Strategy Viewpoint

01MAR 2019

Economic and Strategy Viewpoint

04FEB 2019

2019

JANUARY

08JAN 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - January 2019

In our latest update we review 2018 and look ahead to key themes for 2019 and some potential "black swans".

2018

DECEMBER

05DEC 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - December 2018

In our latest update to our growth forecasts, we explain why we've downgraded global growth for 2019.

NOVEMBER

07NOV 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - November 2018

The market selloff, the return of fiscal policy, a slowdown in eurozone data and Bolsanaro's Brazil victory all feature in our monthly analysis of the global economy.

OCTOBER

03OCT 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - October 2018

The trade war between the US and China has escalated, and we expect the dispute to drag out. We assess the impact for the global economy.

SEPTEMBER

07SEP 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - September 2018

We have trimmed our forecast for global growth for the second time this year, largely driven by cuts to Europe and Japan as well as escalating trade wars.

AUGUST

06AUG 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - August 2018

This month we look at why the world economy is entering a spell of slower growth, explore some of the consequences of Brexit and explain why currency war concerns are overblown.

JUNE

27JUN 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - June 2018

In our latest forecast update, we have revised down our expectations for global growth for the first time since September 2016.