Key takeaways from our monthly economic update
As trade tensions mount, is the global economy heading into a storm? Read our latest economic update to see what our economists and strategists are thinking
Growth looks set to pick up again in 2Q18, but geopolitical tensions remain and the Republicans look vulnerable ahead of the mid-term elections
As Bank of England opts to keep rates on hold this month, have markets interpreted the overall tone of the meeting as more dovish than anticipated?
Growth expectations had become too optimistic though weaker 1Q growth is partially due to one-offs
Possible collapse of trade talks is likely to increase uncertainty for Chinese production. But we've kept our GDP growth forecasts unchanged as we…
Last month saw the dollar strengthen, dramatically re-connecting with interest rate spreads. But we still think the dollar will weaken come the end of the…
As the dollar whipped into a strengthening mode, emerging markets have been spooked
It is becoming quite “the thing” to start the year weakly… but with Japan there is genuine room for optimism
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