While no deal is not the most likely scenario in our view, the risks are rising. The UK outlook is binary. A Brexit deal could see sterling bounce to 1.40 against the dollar, but no deal on 31 October could see a further slump to 1.10.
Small businesses in the US are becoming more cautious about the economic outlook – the National Federation of Independent Business’ (NFIB) Small Business Optimism Index fell 1.3 points to 101.8 in September.
The current U.S. earnings growth downcycle has been largely consistent with the recent deterioration in macroeconomic momentum.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Key findings from the Multi-Asset Solutions Strategy Summit
CIO Perspectives: Healthcare investment approaches and enterprise-level considerations