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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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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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Global Equities: DM Surging Against EM

Over the long run, we continue to favour developed market (DM) over emerging market (EM) stocks, as the structural underpinnings in DM turn into tailwinds, while those of EM turn into headwinds. In...

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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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Microsoft's Mobile Future?

Microsoft's purchase of Nokia's mobile phone division signifies that the software giant is continuing its headlong rush into the mobile technology market. Existing Windows Phones have failed to...

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Global Economic Growth Improving

While much of the market's attention over the coming days will be focused on the US Federal Reserve's September 17-18 policy meeting, at which it will decide whether to taper QE3 (and we expect that...

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