US trade tariffs trigger rocky ride for dollar
Capital Economics’ Neil Shearing spoke to delegates at the Portfolio Adviser Spring Congress about US trade tariffs, Europe’s stagnant economy and the outlook for inflation and interest rates
GDP
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Capital Group: India’s demographic dividend could turn into a nightmare
India may be the largest contributor to the global workforce, but it does not have enough good jobs for its growing population
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Five key takeaways from the Spring Statement
Downgraded economic forecasts, increased defence spending and cuts to welfare were a few of the developments announced by chancellor Rachel Reeves
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Spring Statement 2025: UK economic growth forecasts halve to 1%
OBR cuts GDP expectations amid elevated global uncertainty
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‘Cause for concern’ as UK inflation rises unexpectedly to 3%
The BoE will be trying to avoid stagflation as economic growth becomes a top priority for future rate cuts
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UK economy contracts 0.1% in October
Falling below expectations of a modest 0.1% increase, according to the ONS
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Franklin Templeton: Can China’s newly-bolstered growth be maintained?
With economists upping their GDP forecasts for China, Marcus Weyerer examines how effective new fiscal policy will be in revitalising growth
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Will the European Central Bank cut interest rates faster than expected?
The bank is forecast to cut rates earlier than expected after being ‘spooked’ by a rapid fall in inflation
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UK GDP stagnates in July for second month running
Industry commentators weigh in on no GDP growth in July
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UK economy grows 0.6% in Q2
Continuing momentum from the 0.7% growth in Q1
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Macro matters: Why managers are buying China again
Those investors who fled China have flocked back in recent weeks after a pivotal shift in policy that has gone mostly unnoticed by wider markets
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UK GDP ‘grinds to a halt’ in April due to poor weather
UK rainfall during April was 155% higher than the long-term average