All Inflation articles – Page 59
-
White papers
European elections in an era of economic and political disruption
The stakes are high for elections to the European Parliament in May: they will test populist strength across the bloc at a time when economic momentum is weak. In this edition of Ahead of the Curve, we examine how this dynamic could steer the agenda in the weeks before the vote.
-
White papers
Fed's Five Critical Issues
The Fed is facing five issues that could play a key role in its forward guidance on monetary policy, chief among them being the trade war and the economy.
-
White papers
Global Investment Views: A sweet spot, but keep a sharp eye on the macro side
Risky assets have been in a very strong uptrend since the beginning of the year. The key question now is, where do we go from here? There are two main driving forces to focus on in the current context.
-
White papers
Big Challenges for Equities, Bonds and FX Markets
A series of challenges, from the debt ceiling to Fed quantitative tightening to Brexit, will be confronting a variety of markets.
-
White papers
The inflation story: 2019 and beyond
In this issue of Ahead of the Curve, we assess the prospects for inflation in the US and the eurozone.
-
White papers
Morocco: moderate economic risks
Growth is expected to slow down compared to 2017 but should stabilise at around 3% this year and in 2019.
-
White papers
Fed’s Fork in the Road: Even Higher Rates or Pause
Will the Fed raise rates seven more times through 2020? Our base scenario is for just two more due to record-high dept and the risk of a recession.
-
White papers
Trade War Costs to Consumers, Companies and Nations
The trade war between the U.S. and China is showing no sign of abating. What are the costs of the tariffs to consumers, companies and the two nations?
-
White papers
European long lease real estate: a defensive alternative
In a world in which income can be challenging to find, secure and growing cashflows are sought after by pension funds, insurers and other institutional investors.
-
White papers
How to play the oil price swings
Oil price: We confirm our target price for the next 12 months in the range of $60-70 per barrel.
-
White papers
Banking problems impede India’s reforms
There has generally been a positive response to Prime Minister Narendra Modi’s structural reforms, but there has been an investment slowdown in the medium-term, and recent scandals, huge bad loans and ATM cash shortages imply a banking system that is in crisis – to the tune of $210 billion.
-
White papers
What to know about investing in China
There used to be a lot of concern around China’s old industrial economy, but supply-side reforms have curtailed excess capacity.
-
White papers
Why sustainable growth supports ASEAN equities
The Association of Southeast Asian Nations is in a cycle of high-quality, balanced economic growth, with China leading the way.
-
White papers
Asset Allocation Update: Strong earnings prompt US equities upgrade
Amid background noise such as ongoing trade skirmishes involving the US, the evolving Chinese economy and geo-political tensions, we have spent time analysing recent market movements and the implications for risk assets.
-
White papers
Debt, Tech and Trade Wars Cloud the Investment Horizon
Global equities posted their first quarterly decline in two years during a volatile first quarter.
-
White papers
The inflation pendulum
It’s not good to have too much or too little inflation, but trying to get a huge pendulum the size of the US economy to settle in the middle is very difficult.
-
White papers
The employment enigma: why is there no inflation?
After years of monetary stimulus, zero interest rates and quantitative easing, the global economy is now experiencing strong, synchronised growth.
-
White papers
Rising Rates Survival Guide
Looking for new sources of income and diversification will be crucial to dealing with the challenges of rising interest rates and inflation.
-
White papers
Sparkling performance boosts luxury goods
The past two years has seen a pick-up in luxury goods, as the global economy continues to expand.