Strategy & economics
Janet Mui: weekly economic update 17 January
- The first-stage China-US trade deal leaves issues unresolved but draws an end to hostilities – for now.
- We've yet to see whether some of the terms of the agreement will prove to be achievable, and what that might mean for future negotiations.
- China's GDP data, released at the end of this week, showed growth at the lowest in 29 years. However, we see the de-escalation of the trade conflict with the US helping stabilise growth in 2020 and beyond.
- UK data continues to disappoint – indicating a high likelihood of a rate cut at the end of January.
- Coronavirus outbreak: tracking the economic and financial market impact
- How the ageing population could be a boon for investors
- Janet Mui: weekly economic update 14 February
- US presidential election 2020: how do US stocks perform in election years?
- Is a hydrogen economy more than just hot air?
- Caspar Rock: Monday markets - the week ahead on 10 February
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