UK Economics Update Brexit Watch: Government gets the ball rolling on Brexit bill While the Supreme Court decision won’t prevent Brexit from happening, it has perhaps increased the chance that Theresa May’s timeline for triggering Article 50 will slip and/or that there could be... 27th January 2017 · 1 min read
Europe Economics Weekly Economy robust as election contests take shape Data released last week suggested that the euro-zone economy started 2017 on a pretty strong footing. January’s Composite PMI remains consistent with quarterly GDP growth of about 0.4%, while the rise... 27th January 2017 · 1 min read
UK Economics Weekly Q4’s growth deals another blow to project fear The solid 0.6% expansion in UK GDP in the fourth quarter of last year provided further evidence that the vote to leave the European Union has so far had little discernible adverse effect on the UK... 27th January 2017 · 1 min read
Japan Economics Weekly Will Trump wreak havoc on Japan’s exporters? President Trump has threatened to impose a tariff on Mexican and Chinese imports, which wouldn’t create insurmountable challenges for Japanese firms producing cars and other products in these... 27th January 2017 · 1 min read
India Economics Update Budget preview: a tricky balancing act The finance ministry faces a delicate balancing act in the upcoming union budget for FY17/18, which will be unveiled on 1st February. On the one hand, it will be aiming to boost demand following... 26th January 2017 · 1 min read
UK Economics Update Does the Supreme Court decision matter? Today’s decision by the Supreme Court to uphold the High Court’s ruling that the Government must have Parliament’s approval before triggering Article 50 is still significant. In fact, arguably, the... 24th January 2017 · 1 min read
Asia Economics Update How big a blow is the demise of the TPP to Asia? The demise of the TPP represents a major blow to some countries in Emerging Asia, most notably Vietnam. The benefits of any China-led regional trade deal are likely to be much smaller. 24th January 2017 · 1 min read
Europe Economics Update Is political uncertainty taking a toll on the Dutch economy? The tightening of credit standards in the Netherlands suggests that political uncertainty may be having an impact on economic conditions. The chance of eurosceptics gaining power is limited and the... 23rd January 2017 · 1 min read
India Chart Pack Attention turns to state elections Upcoming state elections in India are likely to have an important bearing on economic policy at the local level. But perhaps more significant, the outcome of the state elections could be crucial in... 23rd January 2017 · 1 min read
UK Economics Update Brexit Watch: Pound welcomes May’s Brexit plans The unveiling of the Government’s broad plans for Brexit helped to drive the pound higher this week. However, this probably largely reflects a slight reduction in uncertainty, rather than optimism... 20th January 2017 · 1 min read
Global Economic Outlook Trumped up? The world economy looks set to grow more rapidly this year than last. A substantial fiscal stimulus in the US will boost its growth rate, but will have only a limited impact on the rest of the world... 20th January 2017 · 1 min read
Global Markets Outlook How will markets deal with President Trump? We expect monetary policy in the US to be tightened by more than investors seem to be anticipating, but agree that in other major developed economies it is likely to remain very loose. With this in... 20th January 2017 · 1 min read
UK Economics Weekly Rising wage growth won’t worry the MPC While the Monetary Policy Committee (MPC) has stated that it is willing to look through a period of exchange-rate driven above-target inflation, one of its conditions is that there are no significant... 20th January 2017 · 1 min read
US Economics Focus Border adjustment: the good, the bad and the ugly Although President-elect Donald Trump is concerned it would be “too complicated”, the House Republicans’ proposal to transform the corporate tax into a so-called destination based cash flow tax (DBCFT... 18th January 2017 · 1 min read
UK Economics Update Six key takeaways from Theresa May’s Brexit plan Today’s speech by PM Theresa May, which set out the Government’s broad objectives ahead of the formal negotiations with the EU, contained little more than what was widely expected. Nonetheless, it did... 17th January 2017 · 1 min read
Europe Economic Outlook Euro-zone back in the spotlight in 2017 The European economies have continued to fare relatively well, with euro-zone growth in particular supported by a weaker currency and low inflation. However, a temporary surge in inflation this year... 17th January 2017 · 1 min read
