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Gulf States: Key Themes For 2014

We retain a generally positive view of the Gulf Cooperation Council (GCC) states' prospects, as we head into 2014. While headline economic growth should slow, mainly because of smaller gains in...

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US Congressional Deal: Key Implications

After 16 days of government shutdown, US political leaders have reached a deal to end the fiscal and debt stalemate in Washington. The deal will fund the government through to January 15, 2014, and...

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The US Dollar's Medium-Term Outlook

The medium-term US dollar outlook presents a mixed picture. While we continue to believe that the US dollar bottomed in August 2011 - the last time the US federal government faced an imminent self-...

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BMI's Europe Equity Strategy

Despite rising investor concerns over a potential debt default in the United States, most major European equity indices have performed reasonably well over the past few days. Spain's IBEX Small Caps...

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