Global Economics Chart Pack US election and “Brexit” having little economic impact The upcoming Presidential election does not seem to be having much impact on economic activity either in the US itself or elsewhere. Admittedly, it looks at first sight as if recent movements in... 6th October 2016 · 1 min read
Global Economics Chart Pack No post-Brexit crisis, but world economy still struggling The latest surveys suggest that the UK economy has slowed but not slumped following the EU referendum, while growth in the world as a whole has remained sluggish. The US economy looks set to pick up a... 6th September 2016 · 1 min read
Global Economics Chart Pack World economy shrugs off Brexit vote The initial evidence suggests that the UK’s vote to leave the EU has caused its economy to slow sharply. That has already prompted the Bank of England to ease policy, and we suspect it will cut rates... 4th August 2016 · 1 min read
Global Economics Chart Pack Brexit vote not a game-changer for world economy It’s early days but we see no reason to change our view that the global economic fallout from the UK referendum result should be minimal. The UKrecovery will probably falter due to heightened... 5th July 2016 · 1 min read
Global Economics Chart Pack All eyes on the Fed and the UK referendum The weak US non-farm payrolls data for May and uncertainty ahead of the UK referendum on EU membership, scheduled for 23rd June, may push back the next Fed rate hike until July at the earliest, if not... 3rd June 2016 · 1 min read
Global Economics Chart Pack US to regain momentum, euro-zone to slow The US economy looks set to regain some momentum in the second quarter after a weak performance in Q1 as the drags from previous dollar strength and the slump in oil prices continue to fade. But... 6th May 2016 · 1 min read
Global Economics Chart Pack Growth still weak, but not slowing sharply Business surveys edged up in March but still point to global economic growth of only around 2%. In the US, jobs growth remained strong and, with core inflation pressures building, we think the Fed... 6th April 2016 · 1 min read
Global Economics Chart Pack Brighter data from US, but not elsewhere Financial markets have recovered some poise since mid-February. This may be due to some more encouraging economic data from the US, which has dispelled fears that it is on the verge of a recession... 3rd March 2016 · 1 min read
Global Economics Chart Pack World economy more resilient than the markets While the latest data have raised fresh questions about the strength of the US economy, we think activity will recover because income growth remains strong while the drags from dollar appreciation and... 4th February 2016 · 1 min read
Global Economics Chart Pack Renewed worries about China look overdone Concerns about China’s economic prospects have rattled investors in the past few days. However, we think China’s economy will pick up in the coming months. Overall, the latest economic data do not... 7th January 2016 · 1 min read
Global Economics Chart Pack Ready for “lift-off” The world looks in good shape to cope with the tightening in US monetary policy which we think will, finally, begin later this month. The November Employment Report confirmed that the US economy is... 4th December 2015 · 1 min read
Global Economics Chart Pack Growth picking up again at the start of Q4 Concerns that a hard landing in China may tip the world into a fresh recession look increasingly wide of the mark. The latest business surveys and credit data suggest that China itself may be... 5th November 2015 · 1 min read
Global Economics Chart Pack World economy not falling off a cliff! Disappointing payrolls data from the US, weak commodity prices and another downbeat set of business surveys have fuelled fears that global growth is collapsing. However, we continue to think these... 7th October 2015 · 1 min read
Global Economics Chart Pack Advanced economies looking resilient We expect developed economies to weather the fallout from China’s August “devaluation” and the subsequent weakness in world equity markets quite well. Activity in the emerging world has slowed further... 4th September 2015 · 1 min read
Global Economics Chart Pack Global growth set to recover further Global growth rebounded in the second quarter and the latest business surveys suggest that it has picked up further at the beginning of Q3. Growing fears of a hard landing in China have weighed on... 6th August 2015 · 1 min read
Global Economics Chart Pack Greek crisis a sideshow for world economy The global economy is likely to expand at a decent pace in the second half ofthe year, despite escalating tensions in Greece and the recent gyrations in China’s equity market. Business surveys have... 3rd July 2015 · 1 min read