United States Country Risk Views

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Tightening Finally On The Horizon

The Federal Reserve will begin paring back asset purchases by the end of 2013, and end them altogether by end-2014, but will hold off on raising the benchmark funds rate until 2015. At this point,...

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More Moderate Taper Possible

While we maintain our view that the US Federal Reserve will announce that it is beginning to taper its current quantitative easing programme (QE3) at its upcoming September 17-18 meeting, a few...

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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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