Economic & Market Overview – October 2018

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Global The global economy remains in a very healthy position as it continues to grow at an annualised real growth rate of roughly 3.5%. Unemployment rates continue to fall across the developed world, with consistent job gains in the United States and Eurozone. Despite most developed markets being near full employment, wage increases are expected […]


Economic & Market Commentary – September 2018

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Global Global economic activity remains strong but less balanced than earlier this year due to a reduced synchronisation of growth rates across the developed world. According to RMB Global Markets, geopolitical risks have intensified with the possibility of a full-blown trade war threatening to derail global growth. We’ve reported before that this is far from […]


Economic & Market Overview – August 2018

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International  The pace of global growth is still encouraging after a disappointing first quarter in which several prominent developed economies slowed. The United States, buoyed by sizeable tax cuts and a considerable increase in government spending, was the obvious outlier when it registered above-trend growth in the first quarter, while some of its developed market […]


Economic & Market Overview – July 2018

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Global The trade war between the United States and its trading partners (mainly China and the European Union) has escalated in recent weeks and has been dominating headlines around the world. It has also caused increased volatility in global markets as investors try to digest the effect of the tariffs announced by the various role […]


Economic & Market Overview – June 2018

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Global The United States economy is well placed to continue its expansion with acceleration in growth possible over the rest of the year. Consumer spending appears underpinned by the strong labour market and solid medium-term gains in housing and stocks and it could pick up after a somewhat subdued first quarter. There are some headwinds, […]


Economic & Market Overview – May 2018

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Global The moderation in growth across advanced economies in the first quarter of 2018 suggests that global economic growth could be less robust than anticipated this year, though the downturn is unlikely to be prolonged. Compared to the last quarter of 2017, both the Eurozone (0.4%) and the United Kingdom (0.1%) grew at a pedestrian […]


Economic & Market Overview – April 2018

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Global The Trump administration’s move to impose tariffs on the import of various goods from China cannot yet be described as a trade war, but the first punches in this scuffle has certainly introduced additional volatility in global markets. For now, real sector data aligns broadly with stable global growth for 2018. The outlook for […]


Economic and Market overview – March 2018

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Global Around the globe, economic prospects remain favourable despite mixed data from the Eurozone and China over the last couple of months. Most of the readings of manufacturing PMI across most economies remain consistent with strong output growth for 2018. China is the exception with its softening in manufacturing data suggesting a slowdown in underlying […]


Economic Commentary – February

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February 2018 Global We’re one month into the New Year and there are still no signs of the synchronised global recovery slowing down. Overall there is a lot of evidence that the momentum in global growth is sustainable and global lead indicators have been improving since the middle of 2017. Just a word of caution […]


Economic and market overview – January 2018

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Global  2017 turned out to be a buoyant year on the global economic front. Leading indicators in most developed economies were trending up and talk about a synchronised global recovery has been widespread. This was evident in capital market performance over the last twelve months. The manufacturing PMI lead indicators have been particularly strong towards […]