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Podcast

Macrocast podcast #6 - The Limits of the Banking Channel

Macro insights

COVID-19 : Understanding the impact on investments

Given the impact the coronavirus has had on markets so far, the short-term outlook remains very uncertain, particularly around when the virus infection rate will peak.

Research & Investment Strategy

Coronavirus – tracking the path, anticipating the impact

Just over a month since the new coronavirus – known as 2019-nCoV – was officially recognised there is only so much we can say about its likely impact. However, we can examine some plaus ...

Macro insights

Coronavirus: First thoughts on the potential economic impact on China

Since the first case was reported to the World Health Organisation (WHO) on 31 December, the 2019-nCoV virus has spread at an exponential rate.

Macro insights

UK faces Brexit-fuelled General Election – what happens next?

The General Election on 12 December will set the course for the UK’s exit – or not – from the European Union and the next phase of Brexit.

Macro insights

US GDP beats expectations, Fed cuts rates and UK Parliament agrees to December election

Last week was a big one for the US. Third quarter (Q3) GDP came in at 1.9%, modestly above our own 1.8% forecast and firmer than the consensus expectation of 1.6%.

Macro insights

Fed expected to cut rates for third time in a big week of economic data

The economy forces its way onto the US centre stage this week. The Federal Reserve will announce its latest interest rate decision and give a press conference on Wednesday evening.

Macro insights

Chinese growth at three-decade low, Brexit deal agreed but uncertainty continues

Better September data not enough to arrest China’s growth slowdown. A moderate recovery in September activity failed to prevent China’s GDP growth from falling to 6% - its lowest in almost three deca ...

Macro insights

Negotiations on trade and Brexit continue, but has progress been made?

Trade tensions will continue to dominate the economic outlook. The coming week’s Empire State and Philadelphia Federal surveys will provide the first estimates of October’s US manufacturing activity.