CHART OF THE WEEK The trade-off between timeliness and accuracy is an ongoing battle in … Continue reading Read more
growth
Buoyant growth is benefiting equities
Company earnings across the developed countries remain strong and especially in Japan and the United … Continue reading Read more
Three major risk factors – Part 3: Emerging markets
Following a significant growth recovery since mid 2016, the emerging markets are now showing signs … Continue reading Read more
No concrete evidence of economic slowdown
Despite uncertainty, confidence surveys are reporting levels in line with global growth of about 4%. … Continue reading Read more
Economic and financial outlook – 2nd semester 2018
The economic backdrop remains conducive to corporate earnings growth and monetary policy normalisation. However, three … Continue reading Read more
Eurozone: PMI indices relatively stable over summer
CHART OF THE WEEK September’s Flash Eurozone Composite PMI slipped slightly from 54.5 to 54.2, … Continue reading Read more