Global Markets Update Sinking Baltic index warns of end to commodity boom 17th January 2008 · 1 min read
Global Markets Update What next for the dollar and euro? We have been long-term bears of the dollar and expect further falls against Asian currencies, including the yen, in 2008. But after the sharp declines in recent years, the outlook against the euro is... 15th January 2008 · 1 min read
Global Markets Update What next for oil and gold? Despite the latest spikes in both, we are sticking with our end-2008 forecasts of $75pb for the price of Brent crude and $850/oz for gold. There are good reasons not to get carried away in either... 3rd January 2008 · 1 min read
