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In Case You Missed it: This is just the beginning

  • 23 March 2018

A US-China trade war edges closer, the Fed hikes again, China's central bank gets a new boss and a post-Brexit transition period finally seems in sight. Here's our thinking 

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China: losing patience on US trade protectionism
China
23 March 2018

China: losing patience on US trade protectionism

China has sent a strong message by announcing its own tariffs following the latest US$60bn tariff plan from Washington. What are the implications?

One down, three more to come?
Quick take
United States
21 March 2018

One down, three more to come?

The Fed raises rates by 25bp and indicates more hikes ahead

Four questions following the latest Brexit breakthrough
United Kingdom
19 March 2018

Four questions following the latest Brexit breakthrough

After months of bumpy discussions, negotiators have reached an agreement on a post-Brexit transition period. But will it be long enough for businesses to…

How will China's new central bank governor run the new central bank?
China
21 March 2018

How will China's new central bank governor run the new central bank?

With more responsibilities to regulate the banking and insurance sectors, how will Yi Gang - the new central bank governor run the People’s Bank of…

Why the US 10-year should settle in the 3% to 3.5% range
Rates United States
23 April 2018

Why the US 10-year should settle in the 3% to 3.5% range

Has the US 10-year Treasury yield peaked? We’re not convinced and think it's likely to breach 3%, possibly within the next few weeks

Russia: Vladimir Putin 4.0
Quick take
Russia
19 March 2018

Russia: Vladimir Putin 4.0

The elections were an easy win for President Putin, but the promised success of his very ambitious economic programme will certainly be more challenging

The structural decline in the Eurozone’s growth potential
Report
20 March 2018

The structural decline in the Eurozone’s growth potential

The euro crisis had a negative effect in some member states that lasts to this day, with potential economic output in a structural decline

Yuan USDCNY USA US UK Transition deal Trade Russia Rates QE Powell PBoC Interest rates Inflation Growth Government

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