Choose the category below to
refine article list
Publication Name


Search Results

Results: 1 - 7 of 7 for 
 per page
Sort result by 
  • Risks and opportunities 2015 - Updated Wed April 15, 2015

    • We analyse seven risks and seven opportunities in detail, exploring potential triggers as well as economic and market implications. • We also asked our research heads to pick the three biggest risks and three most likely opportunities and find th...

  • Taming the Gini: Inequality in perspective - Updated Wed July 16, 2014

    • Inequality is rising within most countries, though the data may exaggerate the increase • Inequality between countries is falling and the numbers in absolute poverty have declined significantly • New technology is favouring high-skilled workers ...

  • Global trade unbundled - Updated Mon April 28, 2014

    • Trade is set to accelerate, but patterns will change • Faster GDP growth in Europe and the US will boost world trade, after a weak performance in 2012-13. • We believe the trade-GDP growth ratio can return to the 1.3-1.5 range. • Recent agree...

  • The super-cycle lives: EM growth is key - Updated Wed November 6, 2013

    In 2010 we argued that fast growth in emerging markets (EM) and their increasing weight in world GDP was driving an economic super-cycle. We have lowered our forecasts for China, India and others, but the case broadly still holds (see Part 1). • We...

  • United States – Low inflation is a wild card - Updated Thu July 11, 2013

    PCE inflation is set to undershoot Fed target of 2% till 2015; downside risks prevail on soft commodity prices • The Fed views the current low inflation prints as ‘temporary’; its focus is on the labour market • Low inflation is unlikely to worry ...

  • United States – Tapering looming, yields to rise more - Updated Tue July 9, 2013

    We expect the Fed to reduce its QE programme by USD 10bn in September, but this is still a close call • Soft data is likely over the summer, but recent strong job gains are enough for the Fed to proceed • QE will likely end in Q2-2014; the Fed is ...

  • United States – Fed likely to emphasise gradualism - Updated Fri June 14, 2013

    Chairman Bernanke is set to hint that policy tightening remains distant as the economy is still fragile • We still expect the Fed to start reducing QE in January, although risks are skewed towards an earlier date • The underlying momentum is softe...

Go to page

New User

Find out more about our research

Straight2Bank User

Please access our research via your Straight2Bank account

In Media

Technology: Reshaping the global economy

Digital technology is transforming the economy and society. Adoption, not invention, has the most economic impact. Technology can lift developed countries if they embrace change. New technologies offer more opportunities than challenges for emerging markets.