UK Economics Update What does Macron’s victory mean for the UK? Emmanual Macron’s victory in Sunday’s French presidential election is potentially good news for the UK economy and might also provide the best background for the Brexit negotiations. 10th May 2017 · 1 min read
Europe Economics Update Can Macron succeed where others have failed? New French President Emmanuel Macron has a better chance than his predecessors of overhauling France’s sclerotic labour market and bloated public sector. But he may still have to dilute some of his... 10th May 2017 · 1 min read
US Economics Update NFIB and JOLT surveys suggest full employment is close Recent surveys show that the strength of business sentiment is fuelling a recovery in capital investment while ensuring that firms’ demand for labour is as strong as ever. With the pool of unemployed... 9th May 2017 · 1 min read
Asia Economics Update What does Moon’s victory mean for South Korea? The election of Moon Jae-in as South Korea’s next president is unlikely to have a major impact on the country’s economic outlook. Moon’s Democratic Party not only lacks a majority in parliament, but... 9th May 2017 · 1 min read
Europe Economics Update Will Italy be the next domino not to fall? Anti-euro parties probably have a better chance of forming a government in Italy than in France. The election of an Italian eurosceptic government would not spell immediate disaster, but risks to the... 9th May 2017 · 1 min read
Europe Economics Update Merkel gains momentum but challenges beckon While Angela Merkel’s prospects for September’s federal elections have improved recently, a surprise defeat probably wouldn’t be a game-changer for the German economy. Meanwhile, the rise of small... 8th May 2017 · 1 min read
Europe Economics Update Macron victory provides relief but challenges remain Yesterday’s election of centrist liberal Emmanuel Macron as the next French President bodes well for the revitalisation of France’s lacklustre economy and the European project more generally. But he... 8th May 2017 · 1 min read
UK Economics Update Brexit Watch: Public spat shows compromise won’t be easy Press reports of growing animosity between the UK and EU have this week given a sense that the prospects for a successful and orderly Brexit have deteriorated. But formal negotiations are not yet... 5th May 2017 · 1 min read
Global Markets Update How would markets react to a Macron victory? Investors breathed a sigh of relief after Emmanuel Macron claimed the largest share of the vote in the first round of the French presidential election, and there is scope for a further rally if, as... 5th May 2017 · 1 min read
Europe Economics Weekly Will Macron galvanise the French economy? Centrist liberal Emmanuel Macron looks set to comfortably defeat populist eurosceptic Marine Le Pen in Sunday’s final round of France’s presidential election and might even manage to secure a... 5th May 2017 · 1 min read
Asia Economics Weekly TPP “minus US” – is it worth the bother? Even without the US, the Trans-Pacific Partnership (TPP) could still provide a decent boost to the four countries from Emerging Asia included in the deal. The risk is that without the carrot of access... 5th May 2017 · 1 min read
Latin America Economics Update Temer’s reforms inch forward in face of mounting opposition Despite mounting public opposition, President Temer’s reform agenda is inching ahead in Brazil. Labour market reforms have passed the lower house, but the real test lies ahead with pension reform. The... 4th May 2017 · 1 min read
Europe Economics Update Macron’s labour reforms now look more achievable Centrist presidential candidate Emmanuel Macron reaffirmed his proposals to overhaul the French labour market in last night’s head-to-head television debate with his rival Marine Le Pen. While his... 4th May 2017 · 1 min read
Asia Economics Focus Will Korea’s election put the economy on a new path? In addition to the growing geopolitical crisis on the Korean Peninsula, South Korea’s next president, who will be elected on 9 th May, will face a mounting number of economic challenges, including... 4th May 2017 · 1 min read
Europe Economics Update Has Marine Le Pen gone soft on “Frexit”? National Front presidential candidate Marine Le Pen has often been at pains throughout this election campaign to avoid the topic of a French exit from the European Union and the euro. But this is... 3rd May 2017 · 1 min read
UK Economics Update Brexit Watch: EU to confirm negotiating stance Leaders of the EU27 are set to convene in Brussels tomorrow to formally agree Brexit negotiating guidelines. By insisting that sufficient progress is made on a withdrawal agreement before future trade... 28th April 2017 · 1 min read
