53 insights found

Research & Investment Strategy

Coronavirus – tracking the path, anticipating the impact

Just over a month since the new coronavirus – known as 2019-nCoV – was officially recognised there is only so much we can say about its likely impact. However, we can examine some plaus ...

Research & Investment Strategy

UK General Election Update: Uncertainty likely to continue to disincentivise investment in 2020

UK General Election enters its final phase with a Conservative majority on the cards, but with no immediate comfort for business

Macro insights

UK faces Brexit-fuelled General Election – what happens next?

The General Election on 12 December will set the course for the UK’s exit – or not – from the European Union and the next phase of Brexit.

Macro insights

US Fed and EU summit in focus

The US Federal Reserve meeting on Wednesday will be the market focus in an otherwise relatively quiet week.

Macro insights

ECB lowers growth outlook, while US activity rebounds

At its March meeting, the European Central Bank (ECB) made sizeable downward revisions to growth and inflation

Macro insights

US retail sales fall, UK Prime Minister defeated again and Spain to head back to the polls

The US ended last week with a bang, while Spain's Prime Minister has called for a snap election

Macro insights

Long-awaited US data, dovish central banks and Spanish politics

Following the 35-day government shutdown, the US begins publishing data on the economy again this week

Macro insights

Positive earnings, a patient Fed, a soft start for Europe

As expected the euro area ended 2018 on a weak note, growing by 0.2% quarter on quarter

Macro insights

Weak Eurozone data, a reopened US government and ongoing Brexit drama

The US begins an important week, but faces it with a re-opened government