July, 07 2016 by lsr team

Last quarter we warned that, although growth was likely to remain positive during our 2-year forecast horizon, the end of the cycle was now in sight. Since then the Brexit vote has dragged forward the debilitating effect of final demand uncertainty on investment that we would normally associate with the very late cycle. As a result we expect a technical recession during H2 2016. To find out more about Brexit’s impact on the UK economy, click above the watch the video or below for our latest UK Outlook report.  

July, 20 2015 by lsr team

While China’s official Q2 real GDP growth beat market expectations, our estimates showed that the economy expanded at an even stronger pace in Q2 with real GDP growing at a quarterly annualised rate of 7.3%.  But the economy is far from staging a decisive turnaround. The equity market collapse will reverberate throughout the economy in H2 and consequently threatens to derail reforms. Our central muddle-through scenario is for growth of around 4-5%, with risks on the downside. To find out more on why we think China’s growth is unlikely to rebound and...