Economics

 

Economics

US-Sino relations - shifting grounds

How does the potential trade war look from China’s angle? Although a full-blown trade war between the US and China is not our base case, there is still a lot to consider. The macro impact currently appears to be very manageable, although even if it all blows over, we observe a tectonic shift in the US-Sino relationship.

Read more

Economics

Can you win a trade war?

'War on trade' is the topic of the moment, but in my view it is an element of a wider political trend. Here's a whistle-stop tour of what's happened thus far. I'll then hand over to Erik in a future post to cover things from China's angle.

Read more

Economics

Is Carney getting cold feet about hiking?

Earlier this year, the UK economy appeared to be warming up nicely, and a May rate hike was on the cards. But has March’s cold snap changed all this?

Read more

Economics

The ant and the grasshopper

What happens when babyboomers retire? Have we saved enough for retirement or are we living beyond our means? Academics argue high savings by prime-aged babyboomers in their 'summer' have depressed real interest rates in recent decades. But the community is split as to what happens next as 'winter' comes.

Read more

Economics

Where are the inflation hawks?

US core inflation is on the verge of returning to target, but there are widespread expectations that it will stabilise there over the next few years. How confident should investors be in this outlook?

Read more

Economics

Trading places: how to boost post-Brexit Britain

Following the EU referendum, financial markets initially expected the worst, with the weakness of the pound the clearest indication of deteriorating sentiment. And yet, many saw the depreciation as an opportunity for the economy to rebalance away from consumer spending and towards more trade. With this in mind, how successful has the UK been?

Read more

Economics

Carney’s contracting conundrum

In November, the Bank of England decided not to go beyond reversing the 'insurance' rate cut it made following the EU referendum. Since then, however, the UK labour market has improved and inflation has remained stubbornly high. This presents the governor with a conundrum. Should he raise rates again soon or remain cautious and wait for the fog of uncertainty regarding the final Brexit deal to lift?

Read more

All posts: 115

Page No: 1

NoOfPages: 17

All posts: /categories/economics/?page=2