4/08/2025 Central banks kept rates steady Global central banks are staying in a wait and watch mode as they assess the impact of US tariffs on the economy.
28/07/2025 US dollar slide pauses amid US-Japan deal The dollar declined so far this year due to expectations of rate cuts by the Fed and concerns over deteriorating government finances
21/07/2025 China’s growth set to hit target in 2025 Despite the ongoing trade war with the United States, China’s growth remained resilient thanks to trade diversification* into non-US markets.
15/07/2025 US tariffs delayed to August While tariff implementation has been postponed, policymakers and central banks await clarity on the impact on the economy.
7/07/2025 Independence Day’s big tax bill The bill will increase the federal deficit and push debt to around 135% of GDP by 2035 (Moody's estimate).
2/07/2025 Podcasts Global Investment Views - Mid-year Outlook 2025 - Riding out... In this podcast, Monica Defend discusses the 2025 economic outlook: growth, monetary policy, geopolitical impacts, US dollar trends, and investment strategies...
30/06/2025 NATO pledges for more defence outlay The new world order, intensified by threats like the Russia-Ukraine war, is driving calls for higher defence spending.