Czech Republic Country Risk Views

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Regional FX & Fixed Income Strategy

Our Spain-over-Italy 5-year credit default swap (CDS) view, initiated on July 31, was underpinned by our belief that political risk in Italy was inadequately priced into fixed income markets. However...

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The Global Impact Of US Syria Strike

US airstrikes against Syria would have consequences beyond the Middle East. Despite their opposition, Russia and China may see some unexpected benefits, while North Korea will be nervous.

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Key Themes For 2013: Emerging Europe

Central and Eastern Europe will benefit from the gradual global recovery in various ways. In our 2013 outlook we identify key trends and themes we anticipate over the next 12 months. Central and...

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