November economic update: A changing of the guard

Political change appears to be intensifying around the globe and this will only heighten the uncertainty for financial markets. Read more in our latest economic update

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Report

November Economic Update: A changing of the guard

Political change appears to be intensifying around the globe and this will only heighten the uncertainty for financial markets. Read more in our latest…

FX: Mid-terms are key for the dollar

The US mid-term elections are key for US dollar pricing. If Republicans are able to maintain control of the House, the dollar will likely stay stronger…

Rates

Rates: Tainted Libor

The ultimate deadline for Libor isn't too far away and after that, it is far from clear what type of Libor will exist. The trick between now and then…

United States

US: What now for the President’s plan?

The US economy remains very strong, but the prospect of additional fiscal stimulus will be limited if the Democrats win control of the House of…

Eurozone: Politics in motion, weaker growth momentum

With Merkel throwing in the towel and the Italian government still not yielding to the European Commission's budget pleas, Eurozone governance is…

United Kingdom

Brexit blog: Don’t count on the gift of a Christmas deal

Sterling has jumped on reports Brexit talks are inching closer to a conclusion, but the fundamental challenge of getting a deal approved hasn't gone…

China

China: Trade war and geopolitics

Trade war and geopolitical tensions continue to escalate between the US and China, but increasing concerns around Taiwan could risk intensifying the…

Japan

Japan: Tilting towards Asia

Japan is an oasis of calm in the world right now and is gradually strengthening relationships throughout Asia. But stronger ties with China may come at a…