Global Country Risk Views

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Global Banking Sector Outlook - Q214

We are forecasting accelerating loan growth in 2014 in 40 of 72 commercial banking sectors covered by BMI, led by developed states including the US, UK, and various eurozone states. Conversely, in...

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Global Asset Class Strategy

Six months after the Federal Reserve signalled that it would be prepared to taper its US$85bn/month quantitative easing programme, the dust has yet to settle entirely.

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Global Trade Update: Momentum Lost

With eurozone demand stabilising and the UK economic recovery spontaneously bursting into life, the global economy has been given a welcome shot in the arm. Indeed, set against a backdrop of an...

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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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