Global growth appears set to bottom out. However, we expect 2020 to be a year of global growth consolidation than a full-fledged recovery.
17 min video | January 2020
How will the UK fair amongst some Brexit clarity, will 2020 be the year of recovery?
1 min read | January 2020
Will this New Year mean a New Brexit?
2 min video | January 2020
What's in store for the Euro Area as we move into 2020?
5 min video | December 2019
We expect Japan to remain on a path of “steady but slow” economic growth in 2020.
1 min video | December 2019
After surging in 2010-11, global food prices have been on a downtrend, but this can quickly change.
Among its struggling European peers, how has France managed to stay ahead of the game?
3 min read | November 2019
Contrary to our expectations of a recovery starting in Q3, high-frequency indicators have plunged and domestic credit conditions remain tight amid weak global demand. As a result, India’s economic recovery is expected to be delayed and the subsequent pickup is expected to be sub-par.
2 min video | November 2019
2 min video | October 2019
Expectations are growing that the BOJ will decide to further loosen monetary policy.
5 min read | October 2019
We have been downbeat on the global economic outlook, primarily due to our views on US-China trade frictions. Prior to the trade truce in Osaka, we established our base case in which the US imposes 25% tariffs on all Chinese imports and China retaliates before the end of the year. We stand by this forecast as tariff threats continue to escalate.
2 min read | September 2019
With clear signs that the US economy has slowed, growing trade tensions rising, and new signs that global growth is slowing, is a US recession around the corner?
4 min read | September 2019
Expectations have been mounting for a policy response by the BOJ, including further easing. What will trigger strong calls for the BOJ to respond? What are the possible policy options and implications to the markets?
3 min read | July 2019
