US Economy Health Check chart book
Predicting recessions is not easy and we do not claim to have uncovered a perfect crystal ball. What we have developed is a framework for tracking the risks, and potential magnitude, of a downturn in the US economy.
The Bank of England (BoE) held its base rate of interest unchanged at 0.5% at its meeting today.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
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.
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Given our view that the global economy is just as likely to contract as expand over the next three-to-six months, is it now time to position fixed income portfolios more defensively?
We expect continued solid returns for emerging market debt (EMD) over the next six to 12 months, driven by healthy fundamentals, a supportive net issuance level and attractive valuations.
The Chancellor pointed out at the beginning of this budget that a new budget could be required in the spring if a Brexit deal is not reached.
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