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The EU's Uncertain Energy Future

The operating environment for energy firms in the European Union is extremely challenging, as the bloc's energy policy and its future direction remains confused. Governments are struggling to balance...

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Emerging Market Currencies On The Edge

Two weeks ago in our online service, we outlined the degree to which emerging markets (EMs) remained vulnerable to rising US yields even after a significant sell-off between May and September. With...

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Forthcoming Special Reports From BMI

We are currently producing several special reports for release in December 2013 and January 2014. First up, as you might expect, we are working on our outlook for 2014, which will cover the global...

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Three Key Geopolitical Developments

The past few days have seen three key geopolitical developments. Iran and the 'Great Powers': Iran and the so-called P5+1 powers clinched a landmark interim deal on the Islamic Republic's nuclear...

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Global Currencies: Pound Strong, Yen Weak

Sterling has been range-bound against the US dollar for most of the past four years, and although we have a short-term bullish bias towards cable, it still faces stiff resistance in the US$1.63/GBP...

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Mexico: What Next For Energy Reform?

There have recently been indications that Mexico's final energy reform bill could be far more wide-reaching and investor-friendly than initially expected. Should this prove to be the case, we would...

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