Economic Commentary - China’s bumpy reopening recovery
In this month’s commentary our Chief Economist, Colin Warren, assesses the growth outlook in China following the recent easing of Covid restrictions.
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Economic Commentary - Corporate profits face a more challenging outlook
In this month’s commentary our Chief Economist, Colin Warren, explores the factors that threaten to weigh on corporate profits going forward.
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Economic Commentary - Is an end to the global bond sell-off in sight?
In this month’s commentary our Chief Economist, Colin Warren, looks at whether recent pressure on government bond markets is set to ease.
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Economic Commentary - How does a strong US dollar impact the global economy?
In this month’s commentary our Chief Economist, Colin Warren, looks at why the US dollar has been strong and examines some of its effects on the global economy and financial markets.
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Economic Commentary - Waiting for the Fed to pivot
Expectations that the Fed will soon be able to ease back on its tightening cycle and ultimately cut interest rates in 2023 have driven a rebound in risk markets in recent weeks. In this month’s commentary, our Chief Economist, Colin Warren, examines the factors that could influence a so-called ‘Fed Pivot’.
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Economic Commentary - Recession odds are rising
A spate of weak economic reports has raised concerns that the US and Europe could be headed into recession. In this week’s commentary, our Chief Economist Colin Warren looks at whether a recession is likely and how bad it might be.