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Back on track

December 2, 2019

Back on track

Region:
International
The House View - Snapshot
Analyst:
Henry Allen, Jim Reid, Quinn Brody
PDF 116k
Read on for our discussion of the economic outlook and the evolution of downside risks. We also outline our views on major central banks, key political developments, and major risks. In addition, we update our cross asset market views. [more]

More documents contained in "The House View - Snapshot"

43 (11-22)
    

The New World: Moving Beyond Covid

September 9, 2021
Region:
International
Analyst:
Henry Allen, Jim Reid, Marion Laboure
The House View - Snapshot
11
The global economy performed strongly over the summer, but the delta variant has led to increasingly frequent data misses versus expectations. This has seen us downgrade our near-term US growth outlook just as high inflation readings have shifted attention to when central banks will taper asset purchases. These inflation fears initially centred on the US, but the Euro Area now has its highest inflation in almost a decade as well. For now investors are still convinced, as is priced in, that inflation will be a temporary phenomenon that will mostly self-correct.  [more]

Hope on the Horizon

November 25, 2020
Region:
International
Analyst:
Henry Allen, Jim Reid, Marion Laboure
The House View - Snapshot
15
The global economic outlook has improved since September thanks to the positive vaccine news, and we now see global GDP returning to its pre-virus levels in Q2 2021. Significant risks around this forecast remain both to the downside (if the virus were to spread more severely this winter or a vaccine rollout were delayed) and the upside (if a vaccine rollout is quicker than anticipated). [more]

Navigating the New Normal

September 24, 2020
Region:
International
Analyst:
Henry Allen, Jim Reid, Marion Laboure
The House View - Snapshot
16
Over the summer months, the outlook for the global economy and financial markets has brightened. As such, we now see the global economy contracting by a smaller -3.9% this year, with global activity returning to its pre-virus level by the second half of next year, albeit with the major developed countries likely to take several more quarters to reach the same point. [more]
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