16JUN 2017

Economic Views

Russian central bank cuts rates but alters tone

The Russian central bank cut its headline interest rate by 25bps, in line with expectations, but changed its outlook for the pace of future easing.

15JUN 2017

Economic Views

Another Fed hike, but how many more to come?

Following the latest interest rate rise in the US, we expect a further one in September and balance sheet reduction to kick in around the turn of the year.

13JUN 2017

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - June 2017

In this month's update, we look at how political risks may be fading and macro worries are returning, consider the policy differences between the UK's two major parties, and examine the diverging fortunes of the emerging markets.

09JUN 2017


60 seconds on the UK election implications for the economy and Brexit

Growth could slow and Brexit talks remain the big uncertainty.

06JUN 2017


60 seconds on fading political risk and the outlook for the dollar

Keith Wade discusses global political risks and the consequences of a weaker US dollar.

02JUN 2017

Economic Views

Soft US payrolls, but rates still expected to rise in June

Any additional rate hikes later this year will be dependent on growth and wages accelerating.

02JUN 2017

Economic Views

TalkingEconomics: Global forecast update - political risks fade, macro risks return

The global recovery remains intact and political risks have eased, but more traditional macroeconomic concerns return to the fore.

02JUN 2017

Economic Views

TalkingEconomics: European forecast update - from strength to strength

The eurozone continues to outperform expectations, although UK growth has slowed as expected.


31MAY 2017

Economic Views

Disappointing eurozone inflation highlights downside risks

We continue to think the ECB will prolong quantitative easing.

18MAY 2017

Economic Views

Brazilian market faces Temer tantrum

Allegations of corruption against Brazil’s president could have implications for economic recovery and may alter the outlook for the 2018 presidential election.