Global economics in The Monday Briefing

COVID assessed

COVID assessed

The Ukraine crisis: Weekly analysis

Please join me this Thursday when I will be discussing with David Strachan, head of our Centre for Regulatory Strategy, the risks posed by the war in Ukraine to the financial sector and to financial stability.

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Posted on 04/04/2022

The Ukraine reset - less growth, more inflation, higher rates

The Ukraine reset

The Ukraine crisis: Weekly analysis

Please join me for the second webinar of the series examining the effects of intense volatility in energy and wider commodity markets on corporates and the economy, with Andrew Barroso, our energy sector specialist and John Raven, macro modelling expert.

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Posted on 21/03/2022

Ukraine – six economic effects

Six-economic-effects

After last week’s detailed analysis of the economics of the Ukraine crisis today’s short briefing will come as a relief to many readers. Here are what we currently see as the six most significant economic effects of the war.

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Posted on 07/03/2022

Emerging markets under pressure

Emerging markets under pressure

On the face of it emerging market (EM) economies have come through the pandemic in good shape. Activity in emerging economies held up better than in Europe and North America and the headline numbers suggest that the pandemic has taken a lesser toll than in many rich countries.

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Posted on 21/02/2022

Equity jitters

Equity-jitters

After blistering gains in 2021 global equity markets have had a shaky start to 2022. Global equities have dropped 4% so far this year, with technology stocks, one of the big drivers of rising equity markets, underperforming. So far this is a pin prick in what has been a stellar run for equities; US equities are still just 7% below the all-time peak reached on 3 January.

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Posted on 07/02/2022

A consumer conundrum

Consumer-conundrum

We start this week’s Briefing with a question. Rising inflation and April’s increase in National Insurance Contributions (NICs) are set to squeeze consumer spending power hard. Given that the average person in work is likely to earn less, after inflation, than last year, what do you think will happen to consumer spending this year? Will it decline, stay roughly the same, or rise?

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Posted on 31/01/2022

Brexit, the first year

Brexit

Brexit proper, the UK’s departure from the EU’s single market a year ago, passed without major incident. Borders continued to work and lorries kept moving.

Yet beneath the surface, Brexit is reshaping patterns of trade. What happened at our borders is a metaphor for Brexit as a whole. There have been significant effects, but the most dramatic, and headline-worthy, predictions on both sides of the Brexit argument have not been realised.

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Posted on 24/01/2022

The global economy in 2022

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2022 should be the year in which the developed world learns to live with COVID-19. High levels of vaccinations have helped weaken the link between case rates and deaths in richer countries. Despite spreading at lightning speed and generating record case rates, the Omicron variant has been less damaging to health than previous waves.

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Posted on 17/01/2022

Going for growth

Deloitte-uk-money-piled-up

A personal view from Ian Stewart, Deloitte's Chief Economist in the UK. To subscribe or view past editions google 'Deloitte Monday Briefing'.

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Posted on 10/01/2022

Christmas quiz


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Our Christmas quiz covers an eclectic mix of topics, many related to economics and business. The answers and a brief explanation of the factors at work are below each question.

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Posted on 06/12/2021