Keith Wade

Chief Economist and Strategist

SEPTEMBER

27SEP 2018

Economie

US Fed lifts rates, with more in store

Quickview: We continue to expect further rate rises, taking the policy rate to 3% by mid-2019.

18SEP 2018

Economie

Trade wars step up, more to come

Quickview: As the trade wars escalate we see no sign of agreement between the US and China. We assess the macro impact.

14SEP 2018

Economie

Ten years on from the crisis, where might the future fault lines lie?

We examine the imbalances that caused the global financial crisis and consider areas of potential future stress for the world economy.

AUGUSTUS

22AUG 2018

Economische & strategische analyse

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.

03AUG 2018

Economie

Employment data dips: is US growth moderating?

Quickview: We think the world economy is entering a soft patch, something backed up by today’s payroll numbers from the US.

01AUG 2018

Kijken/luisteren

Is the world economy slowing?

Global growth appears to be losing momentum in some regions, particularly in Asia and Europe. We examine the three factors that we believe to be driving the slowdown and whether these are likely to have a permanent or temporary effect.

JULI

30JUL 2018

Economische & strategische analyse

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.

09JUL 2018

Wereldwijd marktperspectief

Global Market Perspective - Q3 2018

How a stronger dollar would affect global growth and why we are more cautious on equities; these are two of the topics we tackle in this quarter's economic and asset allocation views.

04JUL 2018

Kijken/luisteren

How might a trade war play out?

If trade tensions escalate, potential consequences could include stagflation and a stronger US dollar.

JUNI

28JUN 2018

Economische & strategische analyse

Economic and Strategy Viewpoint - July 2018

This month we look at intensifying trade wars, weakness in EM currencies and ask “what happened to eurozone growth?”