Business Research & Insights

Economic implications of the US election

The economy is healthy even as the Fed commences ‘recalibrating’ policy

The risk of a further ramp in trade tensions comes against a backdrop where friend-shoring and de-risking are already part of the policy agenda in the United States and elsewhere.

Labour market weakness points to a more aggressive Fed easing cycle

Foundation for Fed cuts almost in place

Activity data soft at start of Q2

To cut, or to hold, that is the question

Inflation disappointment pushes out Fed cuts

Inflation – two steps forward, one step back

Good news on growth and inflation – rate cut expectations brought forward

Growth is set to bounce back in Q3, but the recovery lost momentum through July/August.

Massive fall in Q2 GDP.