Some have warned that the recent inversion of the US yield curve signals that a recession is coming, while others have warned against reading too much into the inversion. Our view is that the answer...

The delay granted by the EU last night has pushed back Brexit by at least two weeks, from 29th March to 12th April, but four options remain on the table – deal, no deal, no Brexit or another delay. So...

March’s flash PMIs add to evidence that GDP growth was subdued in the three largest advanced economies in Q1, with Germany continuing to take the brunt of the global manufacturing slowdown.

The length of any delay to Brexit beyond 29th March could have a fairly large bearing on the performance of the economy and the path taken by official interest rates. A delay of 12 months or more...