This paper examines the recovery progress seen in European markets since the start of 2015.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
As widely anticipated, Emmanuel Macron’s La Republique en Marche party has won an absolute majority in the French National Assembly after the second round of legislative elections on Sunday 18 June.
A summary of the factors driving global markets over the last quarter.
Reactions following the October 2017 ECB meeting from the Global Market Insights Strategy team.
As expected, the FOMC voted to maintain the federal funds rate at a range of 1.00% to 1.25% at the November meeting, citing “realized and expected labor market conditions and inflation” as the driving forces behind today's decision.
This paper addresses that the composition of the Fed will be different in 2018 and will likely be moving in a more hawkish direction.
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Like summers, economic expansions do not last forever. The US recovery is now the second longest on record. There is nothing to suggest it will end in the near future, so the broad prognosis for risk assets remains good. But we know that—like weather fore
A summary of the factors driving global markets over the last month.