Blogs

Global Emerging Markets Update

Below is a selection of our key emerging views, as taken from the latest edition of our weekly Emerging Markets Monitor publication. We expect currencies in Emerging Asia to outperform the US...

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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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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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