Choose the category below to
refine article list

Economics

Search Results

Results: 1 - 10 of 15 for 
Display 
 per page
Sort result by 
  • UK – Going to the polls - Updated Tue April 7, 2015

    Opinion polls point to a high chance of a minority government after the 7 May general election • 2010’s hung parliament saw the largest decline in GBP of any election since 1979 • Political uncertainty and the market’s view that UK rates are on ho...

  • Q2 – The new, new normal - Updated Fri March 20, 2015

    • Overview – In a challenging market environment, macroeconomic and policy divergence – the ‘new normal’ – remains the critical foundation of our updated views and forecasts, with the US economy, USD and US rates leading the way higher. This will ev...

  • UK – Bullish BoE looks through oil-driven deflation - Updated Thu February 12, 2015

    The BoE sees inflation above target by 2017 as wage pressures build, despite near-term deflation risks • We lower our 2015 inflation forecast, but see medium-term inflation risks triggering a rate hike in Q4-2015 • With a hung parliament increas...

  • Offshore Renminbi – Resilience to be tested in 2015 - Updated Wed January 7, 2015

    RGI rose 1.2% m/m in November; trade settlement is a key driver, as 22% of China’s trade settled in RMB • By end-2015, we expect the RGI to reach 2,500 and Renminbi deposits in Hong Kong to reach CNY 1.05tn • Dim Sum issuance this year should be ...

  • UK – BoE signals no pre-election rate hike - Updated Wed November 12, 2014

    In a dovish Inflation Report, the BoE cut its inflation forecasts, signalling no rate hike until late 2015 • We push back our first-rate-hike expectation to Q3-2015 (previously Q1-2015), cut our inflation forecasts • We revise our GBP-USD forecast...

  • UK – Scotland votes to stay - Updated Fri September 19, 2014

    Scotland appears to have voted to stay in the UK; this should boost markets, but major issues remain • The UK faces ongoing political uncertainty ahead of the May 2015 general election, and slowing growth • FX implications: We expect an initial GB...

  • The Scotland referendum: Grasping the thistle - Updated Wed September 10, 2014

    You are cordially invited to join us for an exclusive conference call presentation (with Q&A) with: • Sarah Hewin, Head, UK and Europe Macro Research, London (host) • Callum Henderson, Head, FX Research, Singapore • Topics include: • Macroec...

  • The Scotland referendum: Grasping the thistle - Updated Mon September 8, 2014

    You are cordially invited to join us for an exclusive conference call presentation (with Q&A) with: • Sarah Hewin, Head, UK and Europe Macro Research, London (host) • Callum Henderson, Head, FX Research, Singapore • Topics include: • Macroec...

  • 20-Jun – Revising our GBP-USD forecasts - Updated Thu June 19, 2014

    • Top 3 data/events • Europe – New clearing banks set to boost RMB internationalisation • Taiwan – May IP, job data likely shows a recovery in growth momentum • Singapore – May inflation likely supported by private transport costs • Market focu...

  • UK – In the qualifying rounds, not yet the final - Updated Wed May 14, 2014

    The UK has edged closer to a rate hike, but recovery is still in its early stages and slack remains • The BoE still sees a rate hike a year away; we expect a move in Q1-2015 • Carney’s comments will likely slow the rise in Gilt yields; we see posi...



  • 1
  • 2
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.