Economic updates

When the dynamic changes

06 Dec 2019

In what is the fifth straight day of Dollar depreciation, we’re eagerly awaiting the most classically significant economic indicator of the US economy, Non-Farm Payrolls data.

Casting doubt on the spending-led economy

05 Dec 2019

The Japanese Prime Minister has announced a stimulus package worth about $240bn in fiscal spending over the next few years, targeted to increase GDP growth by up to 1.6%.

A game of endurance

04 Dec 2019

The tit-for-tat trade dispute has intensified overnight. Donald Trump commented that it might almost be better if the Chinese trade deal came after the election, which implies another year of the status quo.

Trade uncertainty increases

03 Dec 2019

Donald Trump announced yesterday a resumption of tariffs on Brazilian and Argentinian Steel and Aluminium, causing some unease in the market just when it seemed tariffs were being reduced.

Re-thinking the target

02 Dec 2019

As we head towards the Federal Reserve’s last monetary policy meeting of the year, it’s worth reminding ourselves of past mistakes and future challenges faced by the US central bank.

Awaiting the data

02 Dec 2019

One of this year’s major economic trends has been the rapid deterioration in the Eurozone’s Manufacturing Sector, but early signs of a reversal continue to develop.

Worrying UK trade deals

29 Nov 2019

In order to speculate that global growth will pick up in 2020, we require a detailed understanding of the consumer, who has kept the economic engine turning even while other parts of the machinery have faltered.

Tories well basted for Thanksgiving

28 Nov 2019

In recent weeks, we’ve been relatively quiet on the upcoming UK election, because of inconsistent polling that didn’t quite nail down a solid Conservative lead. It’s also been a tricky period for the Pound, which ebbs and flows on any minor development but fails to decisively move in either direction.