Global Financial Markets Blogs

Pages

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...

Read blog ›

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...

Read blog ›

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...

Read blog ›

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...

Read blog ›

Cyclical Assets Outperforming

As we noted in last Friday's blog entry, one of our global themes for 2014 is that safe havens are no longer likely to be in such hot demand as economic uncertainty subsides in the US and Europe,...

Read blog ›

Pages