In Case You Missed it: One year to go

One year to go until Britain leaves the EU, Italy's populist parties edge closer to forming a government and we highlight the investment proposition offered by Central and Eastern Europe. Here's our thinking

In this bundle

Report United Kingdom

Brexit: Half way there

Explore our new slide pack for our latest thoughts on Brexit negotiations, the UK economic outlook and the pound with one year to go

and

Trade Wars: Episode 1 - The Presidential Menace

United States

China

Trade Wars: Episode 1 - The Presidential Menace

Four scenarios for how trade wars could unfold and how costly a global trade war would be for major economies - as well as the implications for the US…

Opinion

One year on from Article 50, GBP remains the comeback kid of FX markets

The trade-weighted pound is up more than 5.5% and while the path to recovery has been gentle and bumpy, sterling's move higher is evidence of its…

Central and Eastern Europe's FDI proposition: Ready, aim, invest

Central and Eastern Europe’s FDI proposition: Ready, aim, invest

Despite the recent rise in protectionist sentiment, Eurozone growth is showing some real momentum. Capacity constraints are close to being reached and if…

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Italy

Italian election puzzle: tentative progress in the making

A Five Star Movement and Centre-right ticket now seem the obvious starting point for the government formation guessing game. Putting it in place will…

France

French public deficit below 3% for the first time in ten years

French public deficit was 2.6% of GDP in 2017 - the lowest it has been since 2007. The budget has mainly been helped by the economic recovery in 2017 but…

United States

Thoughts from the Americas

Having recently spent two weeks visiting clients in the Americas we outline the main discussion points and client feedback