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Global Economics Update PMIs add to signs that DMs are passing the trough Flash PMIs for January offer further evidence of stabilisation in the world economy. With forward-looking indicators pointing to a gradual improvement, advanced economies are probably past the worst. 24th January 2020 · 2 mins read
Emerging Markets Economics Update Limited upside from Phase One trade deal The deal signed yesterday between the US and China was broadly as expected and has not led us to change our economic forecasts. The apparent ceasefire in the battle over tariffs removes a downside... 16th January 2020 · 3 mins read
Global Economics Update Soleimani’s death and the threat of US-Iran war The assassination of Qassem Soleimani, a major figure in the Iranian regime, in a US airstrike last night has significantly raised the chances of an outright conflict between the US and Iran. We’ve... 3rd January 2020 · 3 mins read
Global Economics Update Little festive cheer for global industry Final manufacturing PMIs for December weakened a touch in most major economies, suggesting that global industrial activity ended 2019 on a slightly softer note. The surveys are still consistent with a... 2nd January 2020 · 2 mins read