Economics & strategy


Strategy & economics

15JUN 2018

ECB surprises with decisive outlook: rates to remain unchanged until late 2019

European Central Bank is now unlikely to increase rates until September 2019



15MAY 2018

Strategy & economics

"Tesla - and other tech giants - are not overpriced"

This time it’s different: technology analyst and fund manager Josh Spencer explains why some firms deserve their sky-high valuations

03MAY 2018

Strategy & economics

Mariana Mazzucato: The case for the State as entrepreneur

Speaking at a Cazenove Capital client conference in May 2018, economist Mariana Mazzucato calls for a return to longterm 'patient' capital


27APR 2018

Strategy & economics

Bank Rate unlikely to rise in May following disappointing data

Janet Mui, Global Economist, says today's lacklustre growth figures are likely to push the next Bank Rate rise back to November

19APR 2018

Strategy & economics

Good news for consumers as real wages finally grow

Falling inflation means workers are enjoying an increase in spending power

17APR 2018

Strategy & economics

The US is set to lose more from rising trade tensions

Janet Mui discusses the implications of a trade conflict between the US and China and who has more to lose from this fallout.

12APR 2018

Strategy & economics

US wage growth trending higher amid weaker job gains in March

March data shows a gently rising trend in wage growth which is supportive to household spending, says Janet Mui.

12APR 2018

Strategy & economics

US inflation gains momentum in March

Recent data and surveys suggest further increases in inflationary pressure, which should keep the Federal Reserve on track for further rate rises this year, writes Janet Mui.

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