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US Politics Watch full report: Four scenarios for 2020 and beyond

16 April 2019

The US Presidential election next year has the potential to be even more contentious and unpredictable than the last. Th...

By Mark Cliffe and James Knightley

US politics watch: Four scenarios for 2020

16 April 2019

With the US Presidential election now just 18 months away and new candidates officially joining the race to unseat ...

By James Knightley and Mark Cliffe

China GDP too good to be true?

17 April 2019

China's GDP growth was better-than-expected in 1Q, matching the growth of the previous quarter. How is thi...

By Iris Pang

Brexit: We expect sterling gains to stall

11 April 2019

With the headwinds facing the UK economy set to remain in place, the chances of a rate hike from the Bank of England thi...

By James Smith and Petr Krpata, CFA

How will Indonesia’s elections results impact the economy?

11 April 2019

Growth in Indonesia has hovered about the 5% level since 2016 and going forward its trajectory will largely depend ...

By Nicholas Mapa

Choice overload in TV and movie streaming services pushes consumer spending

10 April 2019

In the age of subscriptions, the amount of TV and movie streaming services continues to grow. As the market fragments, p...

By Sandro Spano

German car trouble and the CEE

4 April 2019

Central and eastern europe's direct exposure to the US car market is relatively small. However, its indirect exposur...

By Carsten Brzeski, Rafal Benecki and 7 others

Brazil: The bumpy road to reform

18 April 20191555607184

Over the past couple of months, it’s become clear that political risk remains high in Brazil, and that the approva...

By Gustavo Rangel

ASEAN Morning Bytes

General market tone: Wait and see. The market players are likely to be more cau...

1555980602

Brazil: The bumpy road to reform

Over the past couple of months, it’s become clear that political risk rema...

US retail sales add to optimism

US retail sales bounced back strongly in March and jobless claims fell to new lo...

Russia: activity weakens in March

March macro statistics confirmed the slowing of consumer and producer activity i...

Key events in developed markets next week

It's quite an interesting week ahead for developed markets: UK parliament re...

Turkish Central Bank to stay on hold

We expect the Central Bank of Turkey to keep its one-week repo rate on hold...

US politics watch

US Politics Watch full report: Four scenarios for 2020 and beyond

The US Presidential election next year has the potential to be even more contentious and unpredictable than the last. Th...

Report by Mark Cliffe and James Knightley

US politics watch: Four scenarios for 2020

With the US Presidential election now just 18 months away and new candidate...

Politics watch: 4 scenarios for America’s next presidential election

Will Donald Trump be reelected in 2020 or will one of our other three scenarios ...

United States of Trump

If President Trump is re-elected in 2020, most of his policy agenda would r...

A Republican Phoenix

If President Trump were to be replaced by another Republican nominee in the 2020...

Consensus Builders Emerge

If a centrist Democrat were to win the White House in 2020, we could expect midd...

A New New Deal

The election of a populist Democrat is predicated on the electorate’s...

Asia week ahead: Economies in need of more policy thrust

While some Asian central banks are gearing up to provide more policy thrust to g...

Poland: Strong production output in March

Poland's industrial sector maintained a decent rate of activity in...

UK spending splurge could have further to run

The latest surge in UK retail sales does sound a little too good to be true, but...

Key events in EMEA and Latam next week

In a relatively quiet week, a few things stand out; Polish retail sales for...

Media

US politics watch: A centrist Democrat?

US politics watch: A non-Trump Republican?

US politics watch: A populist Democrat?

US politics watch: A Trump win?

US politics watch: What if…?

Don’t panic, but be cautious!

The pound’s Brexit pulse check

The market’s trying to tell us something about a US slowdown

WATCH: Hungary set to hike rates

Brexit: PM May’s options when she brings her deal back to parliament

Sinking volatility and a ‘stock picker’s market’ in FX

Brexit: Brace yourself, again

Watch: There’ll be no return to the ‘good old days’ for trade

Watch: Did the ECB have a panic attack?

Iris Pang: I’m really worried about China

WATCH: Sterling could jump 5% on long Brexit extension

Sleepwalking into retirement poverty - the latest ING International Survey

Watch: The German economy’s not as bad as figures suggest

Trade war timeline

Why MPs voted down Mrs May’s Brexit deal?

THINK Outside New and expanding soon

Jean Pisani-Ferry: Europe and the new imperialism

Guy Verhofstadt: Europe Must Unite on China

Dominique Moisi: The Ambition Europe Needs

Michael Spence: The economic consequences of global uncertainty

Reports

US Politics Watch full report: Four scenarios for 2020 and beyond

The US Presidential election next year has the potential to be even more contentious and unpredictable than the last. Th...

Report by Mark Cliffe and James Knightley

United States of Trump

If President Trump is re-elected in 2020, most of his policy agenda would remain as it is now. But some differences...

Report by Mark Cliffe and James Knightley

Consensus Builders Emerge

If a centrist Democrat were to win the White House in 2020, we could expect middle income tax cuts, modest infrastr...

Report by Mark Cliffe and James Knightley

A Republican Phoenix

If President Trump were to be replaced by another Republican nominee in the 2020 race, some of the current policy agenda...

Report by Mark Cliffe and James Knightley

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US Politics Watch full report: Four scenarios for 2020 and beyond

US politics watch: Four scenarios for 2020

China GDP too good to be true?

Brexit: We expect sterling gains to stall

How will Indonesia’s elections results impact the economy?

Choice overload in TV and movie streaming services pushes consumer spending

German car trouble and the CEE

Brazil: The bumpy road to reform

US politics watch

Media

THINK Outside New and expanding soon

Jean Pisani-Ferry: Europe and the new imperialism

Guy Verhofstadt: Europe Must Unite on China

Dominique Moisi: The Ambition Europe Needs

Michael Spence: The economic consequences of global uncertainty

Reports

Follow us on Twitter

Consumer economics