Global Themes


Focused insights


LatAm’s return to recovery at risk

Trade protectionism threatens region’s resumed growth

In Brief

Why UK rates won’t rise

The Bank of England won’t reverse its cuts until at least 2018, in our view

In Brief

Trump, trade and jobs

Protectionist measures will not revive manufacturing employment

In Brief

Global expectations turn up

Financial market optimism but risks remain

In Brief

Reforms can lift eurozone inflation

By tapering QE, the European Central Bank could shift pressure back to national governments

In Brief

China’s SOE reforms for 2017

State-owned enterprises face mixed-ownership, debt-reduction and disposal of ‘zombie’ firms

In Brief

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