Global money and credit conditions remain accommodative. Broad money has been expanding at a decent pace and the latest lending data are encouraging. There are, however, some signs that higher...

We have revised up our forecast for the price of Brent crude, but still expect it to fall in the coming year or so, helping to reduce headline inflation. However, we don’t expect this to have much...

With a further $200bn of US tariffs now confirmed, and China reiterating that it will retaliate with tariffs of its own, we take stock in this short note of where China stands in the trade war.

Ten years after the collapse of Lehman Brothers, there are concerns that the financial markets will bring the global economy to its knees again. We do not think, however, that they will be a major...