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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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Russia-NATO Baltic War Scenarios

BMI Research regularly carries out scenario analysis of 'low probability-high impact' events that fall outside our core forecasts, yet would be a tremendous shock to the international system if they...

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Oil Windfall Greatest In US And Asia

Cheaper oil prices are giving a boost to consumers and businesses across the world. However, variations in exchange rates mean that some countries are enjoying a bigger drop in oil prices than others...

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Greece: Implications Of Syriza's Victory

Following yesterday's general election in Greece, the far-left Syriza party is to form a coalition government with the right-wing Independent Greeks party. Although the two parties have little in...

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The ECB Goes Big: Implications

The European Central Bank (ECB) on January 22 unveiled a quantitative easing programme under which it will purchase a minimum of EUR1.1trn in securities. The ECB will purchase EUR60bn per...

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The Swiss Surprise

The Swiss National Bank (SNB) abandoned the CHF1.2000/EUR minimum exchange rate on the euro on January 15, and dropped the deposit rate to -0.75% from -0.25% and its 3-month LIBOR target range to -1....

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The PBoC Awakens

The People's Bank of China (PBoC) eased monetary policy unexpectedly on Friday, November 21, lowering its benchmark one-year lending rate by 40bps to 5.60% and the deposit rate by 25bps to 2.75%,...

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