With the December meeting of its Governing Council shaping up to be an important one for the shape of ITS future asset purchases, we look at the ways the central bank could maintain a “flexible” approach to QE.

Policy fine-tuning may not overcome the important near-term challenges to the Chinese economy, leading us to downgrade our growth forecast.  

While supported by more hawkish central banks and strong commodity prices, both the Chilean peso and Colombian peso face important challenges.

The CIO's view of the week ahead.

The needs of the world’s expanding urban population and the quality of the environment are assuming ever-greater importance in strategic asset allocation.

We expect headline inflation in the euro area to peak in November, but there is a strong risk that price pressures last well into next year. 

Any near-term rise in policy rates would be a highly risky move given an increasingly fragile recovery in the UK.

The CIO’s view of the week ahead.