109 insights found
14 November 2019
UK faces Brexit-fuelled General Election – what happens next?
The General Election on 12 December will set the course for the UK’s exit – or not – from the European Union and the next phase of Brexit.
04 November 2019
US GDP beats expectations, Fed cuts rates and UK Parliament agrees to December election
Last week was a big one for the US. Third quarter (Q3) GDP came in at 1.9%, modestly above our own 1.8% forecast and firmer than the consensus expectation of 1.6%.
28 October 2019
Fed expected to cut rates for third time in a big week of economic data
The economy forces its way onto the US centre stage this week. The Federal Reserve will announce its latest interest rate decision and give a press conference on Wednesday evening.
21 October 2019
Chinese growth at three-decade low, Brexit deal agreed but uncertainty continues
Better September data not enough to arrest China’s growth slowdown. A moderate recovery in September activity failed to prevent China’s GDP growth from falling to 6% - its lowest in almost three deca ...
14 October 2019
Negotiations on trade and Brexit continue, but has progress been made?
Trade tensions will continue to dominate the economic outlook. The coming week’s Empire State and Philadelphia Federal surveys will provide the first estimates of October’s US manufacturing activity.
07 October 2019
Global economic slowdown underlined by weak sector data
The continued weakening in the manufacturing ISM index reflected ongoing global softness, which was likely exacerbated by the General Motors strike that has entered its fourth week.
30 September 2019
US and UK political drama, contrasting signals from China and Eurozone PMIs
Impeachment deliberations will be uppermost in US political debates following the Democrat move last week to conduct an impeachment inquiry into President Donald Trump.
23 September 2019
Fed cuts again, Eurozone PMI surprises, UK prorogation ruling due
The US Federal Reserve took the spotlight last week. In terms of monetary policy, its decision to cut rates by 0.25% to 1.75-2.00% was in line with our expectations.
16 September 2019
ECB cuts rates, Fed expected to follow; Brexit political drama continues and oil prices spike
The US Federal Reserve’s interest rate announcement and press conference on Wednesday evening will dominate financial markets’ focus this week. We remain of the view that the Fed will ease monetary p ...