In case you missed it: Trade truce withering away

Will the trade truce between the US and China give way to renewed conflict, peace or drawn out simmering tension? February could be the turning point. And with a dovish Bank of England slashing growth forecasts amidst the uncertainty, next week will be another week, another vote in Brexit Britain

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Report

February Economic Update: Stick or twist?

A substantial softening in the Federal Reserve’s rhetoric on monetary policy, coupled with encouraging signals from the US-China trade talks have…

United Kingdom

Bank of England slashes forecasts amid Brexit uncertainty

There’s plenty of short-term negativity in the Bank of England’s latest predictions, but there is still the subtlest of hints that…

US State of the Union: Building walls, not bridges

The President’s State of the Union address spoke about bi-partisanship, but the government shutdown and a lack of policy thrust highlight the…

Sweden

Riksbank preview: February blues

We expect little change from the Riksbank next week, but the outlook has clearly taken a turn for the worse and a further dovish shift in the policy…

Canada

Canada: What wage growth concerns?

When it comes to the story of sluggish wage growth, the Groundhog Day we've been seeing since June last year has finally changed its tune. January saw…

India

India: RBI’s surprise rate cut appears premature

The Reserve Bank of India (RBI) has ignored the inflationary consequences of the fiscal splurge and eased policy in support of the government’s…

Italy

Italy: Falling deeper

Poor December industrial production data adds to the risk of another GDP contraction in 1Q19, and pushes our average GDP growth forecast for 2019 down to…

Report Retail, Construction & Manufacturing

Construction goes digital

Construction companies are going digital, helping to boost productivity in the sector after years of stagnation. At the same time, however, investment in…