Interest Rates

20JUL 2018

Economic Views

BoJ to remain dovish as inflation disappoints

Quickview: Lower-than-expected inflation release means the Bank of Japan is likely to keep interest rates at lows

10JUL 2018

Economic Views

Sluggish UK growth to keep BoE cautious

Interest rates are likely to remain unchanged until the autumn as new monthly GDP data shows a small pick-up in growth.

JUNE

14JUN 2018

Economic Views

What next for Europe as ECB calls time on QE?

Interest rates are likely to remain on hold for another year, potentially causing tensions later in the year if inflation remains elevated.

MAY

10MAY 2018

Economic Views

Bank of England pauses hikes, awaiting more clarity

The market now shares our view that the next UK rate rise will be in November.

04MAY 2018

Equities

US employment report signals the economy has peaked at a high level

Quickview: Recent data confirm the US is late in the cycle and we maintain our forecast for a total of four interest rate hikes this year.

03MAY 2018

Economic Views

Will UK interest rates rise in May?

Forecasts for rates have suddenly shifted. We put five pressing questions about the future of monetary policy to senior economist Azad Zangana.

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.

FEBRUARY

15FEB 2018

Economic Views

Infographic: A view of the global economy in February 2018

In this month's infographic we look at the forces driving the weaker US dollar, the prospects for continued global growth and what political risk could mean for emerging markets.

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.