Manufacturing PMIs for October suggest that global industry remained weak at the start of Q4. However, we take some comfort from the fact that, at the world level, the surveys have stopped...

Globalisation has peaked. It may stall over the next decade, but a period of de-globalisation is increasingly likely. If this is driven by new technologies, it will not be bad for the world economy...

Flash PMIs for October indicate that underlying momentum in advanced economies has continued to weaken at the start of Q4.

This Briefing is a reference guide with our latest views and forecasts for the US economy, including the prospects for key macroeconomic and financial market variables such as gross domestic product...