North America Country Risk Blogs

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False Dawn For Oil Prices

Oil prices look on the verge of a short-term rally, and a decisive push by Brent above USD65.00/bbl would suggest additional gains in the coming weeks. However, speculative positioning has...

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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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OPEC's Decision: Global Implications

Our expectation that OPEC would coordinate modest cuts in production has not played out, with the group deciding to maintain the 30mn b/d ceiling and let the markets take their course. Our risk...

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