Latest economic research thinking

  • When is a trade war not a trade war?

    23 Apr 2018

    The latest feud between the US and China has sparked fears of an all out trade war, with much at stake for both countries and the wider world.

  • Can Abenomics survive without Abe?

    9 Apr 2018

    Shinzo Abe’s policy programme has boosted growth and lifted Japan out of its deflationary slump. But a growing political scandal could prevent the prime minister from finishing the job.

  • What’s up with the dollar?

    15 Mar 2018

    Rising US interest rates have failed to arrest a long-running decline in the dollar, now into its fourteenth month. Ahmed Behdenna looks at some of the reasons why.

  • Global equity markets hit by worries over US rates

    6 Mar 2018

    Global shares suffered their first monthly decline in over a year as the prospect of looser US fiscal policy weighed on bond markets amid concern US interest rates will rise faster as inflation creeps up.

  • US economy: still rolling

    1 Mar 2018

    The US economy is enjoying its third longest span of uninterrupted growth since records began. While some argue it is a matter of time until the next recession arrives, the alarm bells are not ringing just yet.

  • The Big Interview: who wants to live forever?

    1 Mar 2018

    In our Big Interview, economist and best-selling author Andrew Scott considers the implications of increasing life expectancy for individuals, companies and policymakers.

  • Private debt: digging below the surface

    4 Jan 2018

    With a wide range of yields on offer, investors should take a considered approach to assessing the relative merits of different types of private debt to achieve the best outcomes, writes John Dewey

  • Catalonia readies for landmark election

    18 Dec 2017

    On December 21 the people of Catalonia go to the polls to elect a new regional government. There is a lot riding on the outcome, not just for Spain’s political system, but for the country’s economy and financial markets too.

  • Trump year two: ten issues to watch 

    28 Nov 2017

    From late night tweets to tough talk on trade, Donald Trump’s first year in office has been far from dull. We explore some key developments investors should look out for over the next 12 months.

  • Electoral reforms might halt Five Star, but Italy’s challenges remain

    31 Oct 2017

    Italians will head to the polls in the spring to elect their next government. Despite recent electoral reforms, Charlie Diebel explains why Italian uncertainty is unlikely to disappear.

  • Inequality: for richer, for poorer

    19 Oct 2017

    Income inequality is rising across developed countries. What are the implications for economic growth?

  • Trump, trade and technology

    18 Oct 2017

    In a wide-ranging interview, influential economist Pippa Malmgren considers the Trump presidency, Brexit and the future of capitalism.

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