Global Economics Overview

  1. 29 May, 2015

    Markets adjust to the death of deflation?

    The Conservatives’ unexpected overall victory at the 7 May General Election has resulted in a major re-pricing of sterling, and we have upgraded our forecasts of the UK currency...

  2. 06 Mar, 2014

    ECB reaction – Good reasons for no change?

    The ECB President also talked about the current level of inflation being partly due to a necessary adjustment in ‘stressed’ (i.e. uncompetitive) countries....

  3. 27 Feb, 2014

    UK deficit on track despite January disappointment

    Over 2013/14 so far, government borrowing has shrunk by an average of £400m per month compared with last year...

  4. 27 Feb, 2014

    Recoveries still broadly on track?

    Mark Carney recently stated that the recovery as yet was neither ‘balanced nor sustainable’, but we argue that it was the prior shape of economy that was unbalanced rather than the upturn...

  5. 18 Feb, 2014

    2014 Forward Look - Economic Events Timeline

    Whilst euro crisis risks have subsided over the last year, a number of events are still worth watching...

  6. 23 Jan, 2014
  7. 17 Dec, 2013

    2014- A Happier New Year?

    The UK recovery story has exceeded most expectations in 2013 – it is as if the government needed to replace the 2012 London Olympic feelgood factor...

  8. 12 Nov, 2013

    Inflation Report to dominate UK markets

    In the UK, Wednesday’s BoE Inflation Report will be the main event. We offer some observations below...

  9. 12 Nov, 2013

    ECB reaction - Draghi's artillery drops a bombshell

    The GC’s opening statement referred to its decision being based on the possibility of a ‘prolonged period of low inflation...

  10. 25 Oct, 2013

    Focus on the fed

    In the UK, September’s figures on mortgage approvals seem set to confirm the continued revival in the housing market...