Economics for Asset Managers
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Latest Reports
Explore our latest reports to navigate the complexities of today’s economic landscape and gain a thorough understanding of how the macrocycle influences investment returns.
US-UK trade deal shows tariffs are here to stay
We will not change our US forecasts based on the latest US-UK deal and what it signals for future agreements.
Read more: US-UK trade deal shows tariffs are here to stay
Oil output up, prices down—what’s next?
OPEC+ announced a higher-than-expected oil production hike for June, adding 411,000 b/d to the market. This marks a pivot from price defence to a period of higher output.
Read more: Oil output up, prices down—what’s next?
Higher tariffs to reduce construction rebound
We have produced an interim Global Construction Forecast update to reflect the fast-changing trade environment.
Read more: Higher tariffs to reduce construction rebound
Turkey Steady, Dubai Soaring – What’s Driving the Divergence?
S&P has affirmed Turkey’s BB- credit rating with a stable outlook, cautioning that recent political events could have lasting economic repercussions.
Read more: Turkey Steady, Dubai Soaring – What’s Driving the Divergence?
Tariff turbulence will diminish the BoJ’s chance of rate hike
The Bank of Japan kept its policy rate at 0.5% at Thursday’s meeting. Considering the significant downgrading of growth and inflation forecasts in its Quarterly Outlook Report, the central bank will likely take a long pause to assess the impact of high global trade policy uncertainty on growth and inflation.
Read more: Tariff turbulence will diminish the BoJ’s chance of rate hike
Tariff escalation to cause global industrial downturn
The significant escalation in US tariffs since early April is set to generate a shallow recession in global industry, though growth will remain positive in annual terms.
Read more: Tariff escalation to cause global industrial downturnRead more →
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