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.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
We expect another positive year for emerging market debt in 2020, with base case expectations of about 8% returns for emerging market hard currency, and 11% for emerging market local currency.
Reactions following the October 2017 ECB meeting from the Global Market Insights Strategy team.
This paper discusses the evolution of China’s economic policy after the 19th National Party Congress and how it impacts our view on Chinese equities.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
The performance of the US dollar significantly diverged from relative rate spreads
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.