In case you missed it: Trump 2.0

As the world adjusts to the new reality of a split Congress, the Fed sticks to its script and seems to be on track for a December hike. However, it doesn't seem to be business as usual for oil markets, as Brent continues to fall as Washington allies pump up supply. Elsewhere, UK GDP was propped up by the bout of good sunny weather but Germany hasn't been so lucky

In this bundle

United States

Federal Reserve: On track for a December hike

No change from the Fed today but policymakers remain on track to deliver further gradual rate hikes. A December hike looks pretty much baked in at this…

United States

US midterms: a case of the blues…

The US midterms threw up some surprises, but we have a split Congress. President Trump's legislative agenda risks being constrained as a result, which…

Crude oil: Sanctions and waivers come

Despite the sanctions, the market has come under pressure, with Brent falling as much as 16% from its recent peak. We think the market is oversold, and…

United Kingdom

UK economic momentum fading despite solid third quarter

The UK economy shifted up a gear over the summer, but with the sunny weather now behind us and Brexit uncertainty very much in front, we suspect the…

Germany

Germany: More disappointments

September trade data adds to recent evidence of the worst quarterly performance for the German economy since 2015

United States

US Housing: As good as it gets?

Despite a red-hot economy, the US housing market looks decidedly lukewarm. Unless construction picks up, slowing residential investment will start to drag…

Poland

Poland: MPC unmoved by risk of target overshooting in 2019

The new projection shows CPI temporarily breaking the upper bound of the central bank's target in 2019. We expect the Monetary Policy Council to be…