Global Economics Update PBOC and Fed policy loosening won’t hinge on tariffs President Trump’s claim that the PBOC will loosen policy in the months ahead may prove accurate, but this will be a justified response to a weaker economy and not a direct retort to tariffs. And while... 15th May 2019 · 1 min read
Global Economics Update Global Databank This Databank provides our forecasts out to 2038 for twenty major global economies, covering key macroeconomic and financial market variables. Click on the Excel spreadsheet link below to download the... 13th May 2019 · 1 min read
Global Economics Update Saudi Arabia This Briefing is a reference guide with our latest views and forecasts for Saudi Arabia’s economy, including the prospects for key macroeconomic and financial market variables such as gross domestic... 13th May 2019 · 1 min read
Global Economics Update The implications of a collapse in US/China trade talks We think that the direct effects of President Trump’s threatened tariff hikes could reduce Chinese GDP by up to 0.5%* and that the associated retaliation would have only a marginal direct impact on... 8th May 2019 · 1 min read
Global Economics Update France This Briefing is a reference guide with our latest views and forecasts for France’s economy, including the prospects for key macroeconomic and financial market variables such as gross domestic product... 8th May 2019 · 1 min read
Global Economics Update The implications of a collapse in US/China trade talks We think that the direct effects of President Trump’s threatened tariff hikes could reduce Chinese GDP by up to 0.4% and that the associated retaliation would have only a marginal direct impact on the... 8th May 2019 · 1 min read
Global Economics Update Germany This Briefing is a reference guide with our latest views and forecasts for Germany’s economy, including the prospects for key macroeconomic and financial market variables such as gross domestic... 8th May 2019 · 1 min read
Global Economics Update Euro-zone This Briefing is a reference guide with our latest views and forecasts for the Euro-zone economy, including the prospects for key macroeconomic and financial market variables such as gross domestic... 7th May 2019 · 1 min read
Global Economics Update United Kingdom This Briefing is a reference guide with our latest views and forecasts for the UK economy, including the prospects for key macroeconomic and financial market variables such as gross domestic product... 7th May 2019 · 1 min read
Global Economics Update Italy This Briefing is a reference guide with our latest views and forecasts for Italy’s economy, including the prospects for key macroeconomic and financial market variables such as gross domestic product... 7th May 2019 · 1 min read
Global Economics Update What to expect from the European Parliament elections A surge in support for populist parties in European parliamentary elections later this month should have little bearing on economic policy in the near term. After all, moderate parties are still... 3rd May 2019 · 1 min read
Global Economics Update Turkey This Briefing is a reference guide with our latest views and forecasts for Turkey’s economy, including the prospects for key macroeconomic and financial market variables such as gross domestic product... 3rd May 2019 · 1 min read
Global Economics Update Global industry still struggling While composite PMIs have been overstating the weakness of overall economic activity in recent months, manufacturing PMIs have generally maintained a better relationship with the “hard” industrial... 2nd May 2019 · 1 min read
Global Economics Update Why are the surveys weaker than the “hard” data? The “hard” data compiled by statistical agencies and policymakers have generally been rather better in advanced economies in the past month or so than the weaker surveys of economic activity. While... 2nd May 2019 · 1 min read
Global Economics Update Indonesia This Briefing is a reference guide with our latest views and forecasts for Indonesia’s economy, including the prospects for key macroeconomic and financial market variables such as gross domestic... 2nd May 2019 · 1 min read
Global Economics Update Russia This Briefing is a reference guide with our latest views and forecasts for Russia’s economy, including the prospects for key macroeconomic and financial market variables such as gross domestic product... 1st May 2019 · 1 min read
