China’s slowdown looks set to be of a similar scale to that in 2015/16. In terms of imbalances and financial market vulnerability, the world now looks better placed to withstand it. But against a...

A number of EMs, particularly in Asia, look vulnerable to the impact of a China slowdown – and are just as exposed as they were when fears of a China ‘hard landing’ flared up in 2015. While we wouldn...

With Prime Minister Theresa May now holding cross-party talks, the chances have risen of a “soft” Brexit, resulting in the UK retaining closer ties with the EU than her defeated deal would have...

The Fed’s promise to be “patient” is why we now forecast just one additional rate hike in the first half of this year, with the fed funds rate peaking at 2.50-2.75%. But we are increasingly confident...