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Global Markets Update: US Dollar Surging

The US dollar continued on its hot streak this week, with a ninth consecutive weekly rise in the DXY dollar index marking the longest sustained period of uninterrupted appreciation since 1997. We...

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Emerging Markets Update

Below is a selection of emerging markets-focused stories from our online service and weekly Emerging Markets Monitor publication:   CEE: Government Spending Unable To Halt Slowdown Government...

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Global Economic Growth Facing Headwinds

There is increasing evidence that global growth is stuttering, with recent data from the world's largest economies suggesting that Q2 2014 expansion may have been worse than originally thought....

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Global Markets: EM Looking Good Versus DM

After adopting a neutral view on developed markets (DM) over emerging markets (EM) equities a couple of months ago, following an almost four-year run of being bullish towards DM over EM, we are...

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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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ECB Update: Draghi Leaves QE On The Table

The European Central Bank's decision to hold interest rates again on April 3 was not surprising, but ECB President Mario Draghi's hint that more radical measures are being discussed, including some...

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Maintain Vigilance On Ukraine

So far, the crisis in Ukraine has broadly followed the core scenario we outlined in early March, with Russian military activity contained to the Crimean peninsula, the threat of sanctions limited to...

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