Results: listing 1 - 6 of 125 for “Politics”

Global Comment — Fears of trade war intensifying

1. Trump has announced plans to impose tariffs of up to USD 60bn on Chinese imports
2. Markets reacted with broad-based significant risk aversion
3. Chinese retaliation might be on the cards

UK Comment — Preview of the PM's speech today

Today's speech unlikely to provide the clarity that Brussels is asking forPrime Minister May will give a speech on the UK’s Brexit vision today (expected at 13:30 GMT). Some of the content has already been leaked to the media, and it appears that the speech is unlikely to provide the clarity that Brussels is asking for. May’s problem is trying to reach out to Brussels but at the same time please both the very vocal Brexiteers in her own cabinet and the Remainers in her own party who are threatening to team up with Labour in coming votes in Parliament.

Kari Due-Andresen, Chief Economist Norway | kadu01@handelsbanken.no

Fast Comment US — Government shutdown still unresolved

1. Efforts to end government shutdown continue
2. Economic impact of short-lived shutdown should be limited
3. Larger, more serious issues loom

UK Comment — Key takeaways from the Autumn Budget

1. GDP growth forecast revised down, now well in line with our expectations
2. Fiscal policy somewhat more expansionary than expected, but no breach of fiscal rules
3. Fiscal policy still contractionary, but less so than assumed in March

UK Comment — Florence speech: The UK government aims to buy itself some more time

1. The UK government aims for 'status quo' transition period of two years
2. The UK still wants bespoke deal; a solution like the one for Norway or Canada will not be enough
3. Our take: transition period will buy more time, but hard Brexit still the most likely outcome

Monthly Macro Update — Recovery phase is about to end

US: 'Goldilocks scenario' will not last long
Eurozone: Approaching balanced growth
UK: Brexit negotiations thrown into chaos
Nordics: Short-term resilience