Research & comment
Measured in PPP terms, the Chinese economy is the largest in the world.
The advanced economies are starting to experience a bounceback in headline inflation, but that …
US headline inflation jumped from 1.7% to 2.1% in December, in line with our …
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A charismatic leader confounds expert opinion, and is elected on a platform of taking on …
We are pleased to introduce Fathom’s new Chartbook: 4,000+ charts covering economic and financial market …
Every year, on the second Monday of January, Japan grinds to a halt in order …
Arguably, US economic prospects are more positive than they have been in a long while. Throughout his election campaign, Donald Trump set out plans to reflate the US economy. Current market pricing suggests that investors have taken him at his word: these expectations have caused the US dollar to rally, and US Treasury yields to jump. US equities have also risen, particularly domestically-focused stocks. Are investors too sanguine about the outlook for the US economy? Have they misread Donald Trump’s intentions, especially on trade?
2017 Q1 Economic Outlook – Brexit: a storm in a teacup?
Before the referendum, we were forecasting a slowdown in growth in the UK in the second half of 2016, on the assumption that we would vote to remain. At that time our alternative ‘Leave’ scenario saw growth slow even more rapidly. We voted to leave, and growth has exceeded our pre-referendum forecast. What did we get wrong?
Join us and our distinguished panellists Andrew Sentance, Sir Charles Bean and Charles Goodhart, as we debate the post-Brexit outlook for the UK and global economy this year and beyond.
To secure your place to this event, please click here.
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