Emerging Markets Economist
This month we focus on the factors keeping global economic activity strong, why the outlook for emerging markets is bright except in India and the risks facing Europe and the UK.
Steady global growth and low inflation means we remain in a Goldilocks environment where activity is neither too hot nor too cold.
In this month's infographic we look at the pros and cons of low inflation and balance sheet reduction, the state of the UK economy and the outlook for global trade.
We assess the outlook for global trade, and conclude that a China-driven slowdown will be only partially offset by Europe. Tailwinds are becoming harder to find.
China’s economy grew faster than expected in Q2 but we still expect credit tightening to lead to a slowdown in the second half of the year.
In this month's infographic, we take a look at the market's rise so far in 2017 and ask if there are signs of investor complacency.
Emerging markets have benefited from an extremely accommodative environment but global liquidity conditions are becoming less easy than they used to be. We look at where the vulnerabilities may lie.
In this month's infographic we look at the factors keeping global growth for 2017 on the right track and the risks that could derail it.
The Russian central bank cut its headline interest rate by 25bps, in line with expectations, but changed its outlook for the pace of future easing.