INSIGHTS, TRENDS AND CASE STUDIES

After a sluggish start to the year, GDP growth rebounded in the June quarter and the labour market continues to tighten.

Chinese data generally weaker in July, returning to trend after strong June

Unwinding road ahead – weaker Chinese producer prices providing headwinds for advanced economy inflation

Global growth heading back toward trend after soft first quarter.

Old King Coal – coal still a big part of China’s energy mix but its role is on the wane

Steady as she goes – economic growth and other key indicators stable in Q2.

Following a slow start to the year, GDP growth looks to have accelerated in the June quarter.

Gold began 2017 strongly, up 8% in the first half – despite falling 2% in June. This weakness has continued into early July, with the strong US payrolls data exerting further weakness on gold. However, gold received some support following Fed Chair Janet Yellen’s semi-annual testimony, which the markets interpreted as somewhat dovish.

Global upturn remains in place despite the risks.

Inflation has slowed recently even allowing for ‘one-offs’.

Indian economic growth decelerated in the March 2017 quarter, with real GDP expanding by 6.1% in yoy terms.

Global upturn remains in place although momentum stalled in early 2017

Trends stable across the board, no sign of a major economic slowdown.

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