The Middle East is at a critical juncture. The anticipated nuclear deal between Iran and the world's major powers could transform the region by bringing Iran closer to the US after 36 years of hostility. At the same time, Saudi Arabia's military...
Here, we present extracts from our latest outlook on global currencies, with a focus on the US dollar:
Aside from tactical near-term downside, we expect further broad US dollar upside in the next year or two, with the euro touching parity at...
We now expect that an agreement between Iran and the P5+1 countries (the US, Russia, China, Britain, France and Germany) on Iran's nuclear programme will be reached in June.
Although much of the content of the negotiations has remained secret,...
BMI Research has just published a comprehensive primer on the forthcoming general election in the UK on May 7, 2015. This is the third in a series of election primers we will publish over the course of 2015 and beyond, with Greece and Nigeria having...
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
Emerging Market (EM) Reformers To Be Outperformers...
A sharp fall in oil prices has left the global LNG sector heavily exposed. Weaker oil-linked LNG prices, shifting regional trade dynamics and an uncertain demand picture all pose major challenges for the industry, and 2015 looks set to be a...
BMI Research regularly carries out scenario analysis of 'low probability-high impact' events that fall outside our core forecasts, yet would be a tremendous shock to the international system if they were to occur. Our latest such scenario exercise...
The Trans-Pacific Partnership is a proposed trade agreement which would significantly impact the economies of 12 countries, which together account for more than a third of global GDP. While there remain some obstacles to its eventual adoption, TPP...
As the number of connected devices and amount of data they produce continue to rise, so will the risks of cyberattacks. Recent breaches involving Sony, Anthem, Gemalto and Apple's iCloud have put a public light on the issue, and the solution must...
Higher taxes and electricity prices, combined with the knock-on effects of a corruption scandal at state-owned oil company Petrobras, will see Brazilian real GDP contract in 2015.
Our new growth forecasts (-0.5% in...
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