North America Key Analysis

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Is The US Heading Toward Crude Exports?

Rapidly increasing domestic oil production on the back of the shale boom is igniting debate in the US over whether to overturn a multi-decade ban on crude exports. We see some scope for the eventual...

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Investors Warming To Renewables

We have upwardly revised the solar and biomass components of our non-hydro renewables forecasts this quarter, in light of stronger than expected installation rates for solar and a revision to...

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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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