India Chart Pack Sensex rises to record highs Indian equities have rallied over the past few months, with the benchmark Sensex stock index hitting an all-time high in early April. This reflects in part a broader pick-up across most major EM... 25th April 2017 · 1 min read
Europe Economics Update Macron-Le Pen run-off raises hopes for French revival The opinion polls were right for once and a strong showing for centrist liberal reformer Emmanuel Macron in the first round of the French election has raised hopes of growth-boosting labour market... 24th April 2017 · 1 min read
UK Economics Update Brexit Watch: Markets give snap election the thumbs up The positive response of the pound to the surprise announcement of a snap General Election suggests that a larger Conservative majority, and stability in Government over the Brexit implementation... 21st April 2017 · 1 min read
Europe Economics Weekly Key questions about the French election After a tumultuous and ultimately nail-biting campaign, French voters head to the polls on Sunday to begin the process of electing their President. The opinion polls suggest that this first-round vote... 21st April 2017 · 1 min read
UK Economics Weekly Will Mr Hammond now “reset” fiscal policy? By freeing the Government from its previous manifesto commitments, the snap general election on June 8th could give the Chancellor Phillip Hammond (if he is still in the position) more elbow room to... 21st April 2017 · 1 min read
UK Economics Update Is the pound set for a pre-Brexit rally? The jump in sterling after Theresa May’s surprise announcement of a snap general election has posed the question of whether the pound might defy expectations and rise further as Brexit approaches... 21st April 2017 · 1 min read
Japan Data Response Flash Manufacturing PMI (Apr.) The manufacturing PMI remained at a high level in April and suggests that the sector had a strong start to the second quarter. What’s more, there are mounting signs that price pressures are... 21st April 2017 · 1 min read
Africa Economics Update South Africa: Quantifying the economic costs of political tensions Fears that last month’s cabinet reshuffle will knock South Africa’s economy off course have dominated the headlines. But it will be some time before we have enough information to fully quantify the... 20th April 2017 · 1 min read
Europe Economics Update Would Marine Le Pen’s margin of defeat make a difference? Assuming that Marine Le Pen loses in the second round of the French presidential election, her most radical eurosceptic and protectionist policies will gain little traction at home over the next five... 20th April 2017 · 1 min read
UK Economics Update Has Theresa May gone to the polls just in time? With the economy’s strength set to wane somewhat this year, Theresa May’s gamble to go to the polls to increase the Conservative’s majority may have been just in the nick of time. There is some... 19th April 2017 · 1 min read
Europe Economic Outlook Outlook has brightened despite political risk The euro-zone has continued to perform very well and we now expect growth to be stronger than the consensus forecast this year and next. Inflation has been lower than we had assumed, meaning that... 19th April 2017 · 1 min read
UK Markets Chart Pack Sterling welcomes May’s election call The Prime Minister’s call for a snap General Election saw the pound surge higher despite expectations for future interest rates remaining more or less unchanged, having fallen over the preceding month... 19th April 2017 · 1 min read
Commodities Update Geopolitics takes centre stage Investor sentiment towards commodities has remained broadly positive over the last month, despite rising geopolitical tensions. It could be that signs of an improving global economic outlook are... 18th April 2017 · 1 min read
Emerging Europe Economics Update Turkey: after the referendum… Turkey’s constitutional referendum last Sunday has resulted in a small bounce in local financial markets, with some of the biggest moves coming in short-term local currency bonds. That could be a sign... 18th April 2017 · 1 min read
UK Economics Update Snap election won’t derail the economy Theresa May’s surprise announcement of a snap election on 8th June adds another element of nearterm political uncertainty as the UK heads into formal Brexit negotiations. However, we doubt that this... 18th April 2017 · 1 min read
Global Economics Update Economics likely to trump geopolitics Geopolitical concerns have boosted demand for safe-haven assets in the past week, and have pushed up measures of implied volatility in equity markets. But experience suggests that geopolitical events... 13th April 2017 · 1 min read
