Interest Rates

AUGUST

23AUG 2017

Economic Views

TalkingEconomics: Global forecast update - Goldilocks lives on

Steady global growth and low inflation means we remain in a Goldilocks environment where activity is neither too hot nor too cold.

23AUG 2017

Equities

Hong Kong versus Singapore: 10 years of banking returns

How have Hong Kong and Singapore banks fared since the onset of the Global Financial Crisis? We take a look at a decade of returns to find out.

16AUG 2017

Fixed Income

Why we believe a market correction in high yield bonds would be a buying opportunity

While a high yield market correction has occurred in each year since 2009, we have yet to see one in 2017. Given a positive fundamental backdrop for high yield bonds, we believe any pull-back in the market this year would present a good entry point.

15AUG 2017

Economic Views

UK inflation fails to rise and market forecasts are likely to be cut

The second consecutive miss versus consensus will prompt reappraisals for this year and next.

11AUG 2017

Economic Views

The story of the global economy in pictures - August 2017

In this month's infographic we look at the pros and cons of low inflation and balance sheet reduction, the state of the UK economy and the outlook for global trade.

09AUG 2017

Equities

The global financial crisis 10 years on: six charts that tell the story

It has been 10 years since the start of the global financial crisis. We show the impact then and during the decade that followed.

04AUG 2017

Economic Views

Fed unlikely to budge despite strong jobs report

Although employment growth is positive, the Federal Reserve will likely remain on hold for 2017 while inflation remains weak and balance sheet reduction looms.

02AUG 2017

Economic Views

TalkingEconomics: The UK wage puzzle continues

While employment is at a record high, wage growth remains anaemic. We forecast the Bank of England to keep interest rates on hold.

01AUG 2017

Economic Views

Eurozone growth goes from strength to strength

Real GDP accelerates as ECB mulls tapering QE.

JULY

27JUL 2017

Economic Views

Fed leaves rates on hold and balance sheet reduction is coming soon

The combination of balance sheet reduction and low inflation suggests there may not be another rate hike in 2017.