The slowdown in growth in the emerging world this year is likely to be unusually broad-based. That will set a downbeat mood for EM assets over the course of this year.

We expect financial conditions to tighten further this year in major advanced economies reflecting, but also exacerbating, slower economic growth. To monitor levels of stress in the financial system...

Amid growing fears about the outlook for the global economy, it is worth highlighting where we and the consensus might be positively surprised. Possibilities include resilient US growth, a boost to...

Even if the Fed has stopped hiking interest rates sooner than we originally envisaged, we doubt that will prevent a marked economic slowdown this year. After all, that dovishness was partly prompted...