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Global Economics Update Global Manufacturing PMI (Apr.) Business surveys for April, published today, suggest that global manufacturing conditions started Q2 in good shape and support our view that world GDP growth will pick up a bit in Q2. 2nd May 2018 · 1 min read
Global Economics Update Synchronised slowdown probably just temporary The fact that the slowdown in advanced economies has been so broad-based raises the question whether it is more than just a blip. However, strong business surveys and fundamentals suggest that... 2nd May 2018 · 1 min read
Global Economics Update How vulnerable is Germany to US tariffs? Germany faces little threat from the US aluminium and steel tariffs that might come into force this week, but would be hit harder than most other European economies if the US imposed broader tariffs... 30th April 2018 · 1 min read
Global Economics Update Summit talks and the impact on Korea’s economy Today’s landmark summit between the two Koreas should help to remove a major tail risk for the region’s markets and economies. However, the impact on South Korea’s economy of an easing in tensions is... 27th April 2018 · 1 min read