Keith Wade

Chief Economist and Strategist

14JUN 2018


Upbeat Fed turns more hawkish on rates

Markets will have to absorb a greater near-term tightening of US monetary policy after the Fed hiked rates.

01JUN 2018


US employment update eases concerns over economic strength

Quickview: Doubts about the strength of the US economy were assuaged with the release of the employment report for May.


25MEI 2018

Economische & strategische analyse

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.

04MEI 2018


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.

02MEI 2018


Trade wars: what do they mean for the global economy?

Trade tensions are rising between the US and China, with both sides having announced tariffs on certain imports from the other. We look at how this could impact the global economy.


23APR 2018

Economische & strategische analyse

Economic and Strategy Viewpoint - May 2018

Trade wars, and how they might affect the US, emerging markets and Japan, are the focus of this month's viewpoint.

19APR 2018


Infographic: A view of the global economy in April 2018

We look at the factors that could bring the current economic expansion phase to an end.

17APR 2018


Is the road to inflation taking us back to the 1960s?

The 1960s are remembered for radical social reform, political upheaval and war. Often forgotten is that they were also a time of rising inflation – and in this they may hold disquieting lessons for us today.

06APR 2018


60 seconds on what could derail the US expansion

In this video Keith Wade discusses the factors which could undermine the ongoing strength in the US economy

06APR 2018

Wereldwijd marktperspectief

Global Market Perspective Q2 2018

In this quarter's economic and asset allocation views, we discuss the escalating trade dispute between the US and China as well as examining the factors likely to influence US Treasury yields in the next two years.