Beyond Bulls & Bears

Global Economic Perspective: April

Global Economic Perspective: April

Given the example set by US equity markets after the Fed stepped in to buy government debt in two successive QE programs, investors appear convinced that the rally in European financial markets has considerably longer to run.

Global Economic Perspective: March

Global Economic Perspective: March

We think the US economy is currently in a kind of ‘goldilocks’ scenario, with positive economic growth and low inflation.

Global Economic Perspective: February

Global Economic Perspective: February

Unless we see further significant drops in oil prices from their current levels, we believe the impact on headline inflation will progressively fade.

Global Economic Perspective: January

Global Economic Perspective: January

There might be the risk of further geo-political instability involving countries like Russia, Iran and Iraq as a result of their declining macroeconomic prospects. However, we believe that while there are losers from the dramatic fall in oil prices of the past six months, the global economy as a whole should benefit from lower oil prices in the coming months.

Global Economic Perspective: December

Global Economic Perspective: December

The lower cost of oil should support economic growth by helping boost corporate earnings and, if it lasts, might lessen the pressure on the Federal Reserve to raise interest rates at anything more than a very gradual pace.