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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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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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Premium Automakers Set To Outperform

Though many automakers continue to underperform, premium brands such as Audi and BMW are surging ahead. While BMI has recently closed our bullish key market view on Daimler, we believe that the world...

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