Strategy & economics
Kieron Launder: 2019 first quarter update
Central banks reverse normalization policy
Fixed income markets have rallied strongly after the Fed and ECB stepped back from raising interest rates. Trillions of dollars worth of debt once again trade with negative yields.
Politics and populism
Populism will continue to challenge policymakers and, potentially, markets. Meanwhile, China continues to grapple with its newfound status as a leading global power.
The stock market has seen four swings greater than 10% since the beginning of 2018; in the previous two years, there was just one move of this magnitude. We see this as a return to more normal levels of equity market volatility.
- Coronavirus outbreak: tracking the economic and financial market impact
- Janet Mui: weekly economic update 21 February
- COP26: Pressure growing for step change in climate policy
- Economic infographic: A view of the global economy in February 2020
- Why global cities could be more valuable than high-performing tech stocks
- Business owners warned of capital gains tax increase in March 2020 Budget
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This document may include forward-looking statements that are based upon our current opinions, expectations and projections. We undertake no obligation to update or revise any forward-looking statements. Actual results could differ materially from those anticipated in the forward-looking statements.
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