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  • Q4 – A temporary delay - Updated Mon September 30, 2013

    Overview – The Fed’s surprise ‘no taper’ decision continues to dominate the market’s focus. While this should be supportive of risk appetite near-term, we see it as a temporary delay to the normalisation process and leave our UST forecasts unchanged...

  • 27-Jun – Gold prices tumble as investors liquidate - Updated Wed June 26, 2013

    Top 3 data/events • Japan – Economic data to show an uneven pace of recovery • South Korea – Industrial production likely posted a mild gain in May • US – Personal spending may fine-tune Q2 GDP expectations • Market focus • Investor selling o...

  • Q4 – Diversification - Updated Mon October 8, 2012

    Overview • Macro outlook • FX outlook • Rates outlook • Commodities outlook • Corporate strategy • Central bank strategy...

  • 01 June – From politics to central banks - Updated Thu May 31, 2012

    • China data expected to show inflation and growth moderating in May • South Korea and Australia likely to leave interest rates on hold • We expect rate cuts in Uganda and Kenya • European Central Bank could leave a window open for future action...

  • 04 May – European voters have their say - Updated Thu May 3, 2012

    • Elections in France, Greece, Germany and Italy add to uncertainty • Rising European unemployment is raising the political temperature • UK needs more QE soon, but the BoE will likely wait another month • China’s economy still on track to troug...

  • 20 April – Policy-making and politics - Updated Thu April 19, 2012

    • G20 will discuss boosting IMF funds as euro-area stresses return • FOMC, Bernanke press conference, Q1-2012 GDP in focus in the US • BoJ set to expand its asset-purchase programme • The French presidential election kicks off a series of euro-a...



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In Media

Global Focus - The world in transition

The world economy is in transition. Global growth rates are picking up, but transition means elevated risks and volatility. In terms of global implications, all eyes will be on the US and China, with the US normalising monetary policy and China rebalancing its economy.