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Australia's Mining Drag to Persist

The Australian economy continues to struggle to offset the drag from the ongoing pull-back in mining investment, and we expect the support rendered by the residential sector to give way, as the...

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Data Roundup: Consumers Spending Freely

Strong consumption readings in the eurozone core and periphery support recent upgrades to our eurozone growth forecasts. Disinflationary pressures have bottomed out and inflation expectations have...

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Has The Rebound Gone Beyond Fundamentals?

Relative improvements in Russian economic and political stability have resulted in a rebound in Russian assets, but we believe the rally may now be overdone given weak underlying economic...

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