Craig Botham

Emerging Markets Economist

SEPTEMBER

18SEP 2017

Economics

Emerging markets, inflation and political risk – a summary of the world economy

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.

AUGUST

23AUG 2017

Economics

TalkingEconomics: Global forecast update - Goldilocks lives on

Steady global growth and low inflation means we remain in a Goldilocks environment where activity is neither too hot nor too cold.

11AUG 2017

Economics

The story of the global economy in pictures - August 2017

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.

03AUG 2017

Economics

TalkingEconomics: 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.

JULY

17JUL 2017

Economics

Chinese growth beats forecasts but looks set to slow

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.

14JUL 2017

Economics

The story of the global economy in pictures - July 2017

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.

04JUL 2017

Economics

TalkingEconomics: Global liquidity and emerging markets

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.

JUNE

19JUN 2017

Economics

The story of the global economy in pictures - June 2017

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.

16JUN 2017

Economics

Russian central bank cuts rates but alters tone

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.

13JUN 2017

Economics

The impact of presidential impeachment on markets

Craig Botham looks at historical examples of presidential impeachments to assess the impact on equity and bond markets.