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April Global Economic Outlook

We forecast global real GDP growth of 3.0% in 2015, a rise from the 2012-2014 average of 2.7%. However, this improvement will come with significant differentiation between economies. Most major...

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Global Macroeconomic Themes (Update)

Here, we reiterate some of our key global macroeconomic themes, as outlined in a recent feature article in our online service. US To Outperform Other Developed States US Dollar Bull Market...

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Emerging Markets: Testing Times In 2015

Emerging markets face testing times. Key themes for 2015 include currency weakness, the return of sovereign debt risk, and the ramifications of a new era for oil prices. Russia's crisis will rumble...

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Global Markets Update: US Dollar Surging

The US dollar continued on its hot streak this week, with a ninth consecutive weekly rise in the DXY dollar index marking the longest sustained period of uninterrupted appreciation since 1997. We...

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Emerging Markets Update

Below is a selection of emerging markets-focused stories from our online service and weekly Emerging Markets Monitor publication:   CEE: Government Spending Unable To Halt Slowdown Government...

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Emerging Markets Feel The Heat

Central banks across key emerging markets are hiking interest rates in an attempt to shore up investor confidence in the face of tightening US monetary policy. Two of the latest emerging market...

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