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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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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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Latin America: Key Themes Of 2015

The end of the oil price boom, combined with weakening demand and lower prices for Latin America's metals exports, will make 2015 another challenging year for most economies in the region. As a...

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France Terror Attacks: Initial Thoughts

Details about the terror attack against French satirical magazine Charlie Hebdo are still emerging, and no doubt we will hear more about the perpetrators and their motivations over the coming days....

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Sri Lanka Election: Key Implications

The outcome of Sri Lanka's presidential election on January 8 is too uncertain, given the sudden emergence of a strong joint-opposition candidate. President Mahinda Rajapaksa was first elected in...

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Tough Choices For Russia

Russia's currency crisis has abated since December 16 when the currency lost 35% of its value versus the US dollar at one point despite FX intervention and aggressive monetary tightening by the...

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