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GEMO 2017: And now for something completely different

This year sees the first serious challenge to the onward march of globalisation since World War II. If the election of President Trump is the high-water mark of …

GEMO 2016 Q4 update: ‘Trump Lite’ or ‘Donald Dark’?

In our Global Economic and Markets Outlook for 2016 Q4, formulated in October, our central scenario assumed a Hillary Clinton victory in last month’s US election. Our next …

GEMO 2016 Q4: When politics Trumps economics

The past 20 years have seen a dramatic redistribution of income from advanced economy workers to labourers in the fast-growing emerging economies, including China. Here we consider the …

GEMO 2016 Q3: Brexit wounds

The implications of the UK’s vote to leave the European Union take centre stage in our latest quarterly forecast, ‘Brexit Wounds’. In our central scenario, the UK flirts …

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