Contrary to the mainstream view that China will keep growing at fairly rapid rates, we expect GDP growth there to slow to 2% by 2030. This slowdown need not in itself be bad for the rest of the world...

It’s still far too early to say for sure, but March’s manufacturing PMIs offer some hope that the worst is over for the downturn in global manufacturing, at least outside the euro-zone.

Some have warned that the recent inversion of the US yield curve signals that a recession is coming, while others have warned against reading too much into the inversion. Our view is that the answer...

The delay granted by the EU last night has pushed back Brexit by at least two weeks, from 29th March to 12th April, but four options remain on the table – deal, no deal, no Brexit or another delay. So...