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Strategy & economics

16AUG 2019

Janet Mui: weekly economic update 16 August

Stock markets bounced earlier in the week, only to slide again as disappointing economic data give fresh cause for concern.

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Strategy & economics

09AUG 2019

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Strategy & economics

02AUG 2019

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2019

JULY

26JUL 2019

Strategy & economics

Janet Mui: weekly economic update 26 July

Eurozone activity remains weak – the ECB looks increasingly likely to take measures to support growth

19JUL 2019

Strategy & economics

Janet Mui: weekly economic update 19 July

Chinese growth slowed in the second quarter, but there are signs that stimulus measures may be starting to help. US data, by contrast, suggests that for now the economy remains strong.

11JUL 2019

Strategy & economics

Janet Mui: weekly economic update 11 July

The US Federal Reserve now looks likely to cut interest rates later this month. In the UK, activity remains subdued.

09JUL 2019

Strategy & economics

Caspar Rock: 2019 second quarter update

After a period of strong market performance, "few assets could be described as cheap". Looking ahead, US-China trade conflict remains a key risk

05JUL 2019

Strategy & economics

Janet Mui: weekly economic update 5 July

Friday's unexpectedly strong US job data raises questions about when – rather than if – the Fed will make the first cut to rates

JUNE

21JUN 2019

Strategy & economics

Janet Mui: weekly economic update 21 June

This week’s central bank activity has both the Fed and the ECB sounding distinctly dovish, but the Bank of England appears unmoved

14JUN 2019

Strategy & economics

Janet Mui: weekly economic update 14 June

UK and Eurozone data indicates weakening economic performance and, in the US, slowing inflation is expected to add to the case for a rate cut

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