Keith Wade

Chief Economist and Strategist

MAART

29MRT 2018

Economische & strategische analyse

Economic and Strategy Viewpoint - April 2018

This month we look at the factors that might end one of the longest US economic expansions in history. We also examine the drivers behind rising US Treasury yields and how China is positioning itself for slower growth.

22MRT 2018

Economie

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.

06MRT 2018

Economie

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.

FEBRUARI

28FEB 2018

Economische & strategische analyse

Economic and Strategy Viewpoint - March 2018

This month we focus on our latest forecast updates. These include an upgrade to global growth for 2018 which could fuel higher inflation, especially in the US.

15FEB 2018

Economie

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

Economie

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.

JANUARI

31JAN 2018

Economische & strategische analyse

Economic and Strategy Viewpoint - February 2018

This month we look at the prospects for trade and the dollar, the case for withdrawing extraordinary stimulus measures in Europe, and forthcoming elections in emerging markets.

26JAN 2018

Economie

US economy maintains momentum as domestic spending shines through

Quickview: Latest US growth data is robust, but distorted by effects of post-hurricane spending.

19JAN 2018

Economie

Infographic: A view of the global economy in January 2018

In this month's infographic we look at the shift towards global reflation, the end of quantitative easing and whether political risk is set to return in 2018.

08JAN 2018

Wereldwijd marktperspectief

Global Market Perspective Q1 2018

Themes for 2018, slowing global liquidity, the behaviour of inflation and a review of 2017 all feature in this quarter's economic and asset allocation views.