Filtered by Subscriptions: Global Economics Use setting Global Economics
This report is only available as a PDF. Click to download. … Is A New Wall Of Chinese Money About To Hit The West? …
26th July 2007
This report is only available as a PDF. Click to download. … How likely is a further jump in oil prices? …
17th July 2007
This report is only available as a PDF. Click to download. … Global growth is past its peak (Q3 07) …
13th July 2007
This report is only available as a PDF. Click to download. … Bank of Canada raises rates to 4.5% …
10th July 2007
This report is only available as a PDF. Click to download. … A reality check on commodities …
4th July 2007
This report is only available as a PDF. Click to download. … Markets still unprepared for next Japanese rate hike …
3rd July 2007
This report is only available as a PDF. Click to download. … How big is the risk of financial contagion from US housing …
27th June 2007
This report is only available as a PDF. Click to download. … How big is the risk of financial contagion from US housing? …
This report is only available as a PDF. Click to download. … Will higher yields reduce the need for further tightening? …
15th June 2007
This report is only available as a PDF. Click to download. … Is China starting to export inflation? …
This report is only available as a PDF. Click to download. … Will other central banks follow New Zealand's lead? …
13th June 2007
This report is only available as a PDF. Click to download. … US Treasury report might finally cite China …
12th June 2007
This report is only available as a PDF. Click to download. … What's behind the US bond sell-off? …
8th June 2007
This report is only available as a PDF. Click to download. … Are emerging market bonds overvalued? …
31st May 2007
This report is only available as a PDF. Click to download. … Canadian dollar increasingly at risk from commodity price falls …
29th May 2007
This report is only available as a PDF. Click to download. … Will food prices be the next inflation shock? …
24th May 2007
This report is only available as a PDF. Click to download. … On currency baskets and the re-pricing of oil …
22nd May 2007
Our feature article assesses the risks to inflation from rising food prices. The contribution of food prices to the headline rate is now larger than that of energy prices in most major economies, and in many developing countries too. … Will food prices be …
18th May 2007
This report is only available as a PDF. Click to download. … US downturn still pivotal for world economy (Q2 07) …
13th April 2007
This report is only available as a PDF. Click to download. … IMF more cautious than consensus, but still complacent …
11th April 2007
This report is only available as a PDF. Click to download. … US move on China's imports hits the dollar …
30th March 2007
This report is only available as a PDF. Click to download. … How we forecast exchange rates …
29th March 2007
This report is only available as a PDF. Click to download. … Iran standoff leaves risks skewed towards higher oil prices …
26th March 2007
This report is only available as a PDF. Click to download. … What does the market reaction to the Fed tell us? …
22nd March 2007
This report is only available as a PDF. Click to download. … Rising correlation of riskier assets to depress bond yields further …
16th March 2007
This report is only available as a PDF. Click to download. … US sub-prime crisis to undermine risk appetite further …
14th March 2007
This report is only available as a PDF. Click to download. … Are “carry trade” fears exaggerated? …
8th March 2007
This report is only available as a PDF. Click to download. … Taking stock of the sell-off …
28th February 2007
This report is only available as a PDF. Click to download. … How much should we worry about China? …
This report is only available as a PDF. Click to download. … Global equities: China is a distraction, US slowdown is key …
27th February 2007
This report is only available as a PDF. Click to download. … Derivatives reduce risk, but may increase asset correlations …
23rd February 2007
Our feature article assesses the upside and downside risks to inflation in the year ahead. (See pages 3-6.) Headline inflation has fallen in most major economies, but it has continued to rise in a significant minority as diverse as the UK and China. …
12th February 2007
This report is only available as a PDF. Click to download. … Disappointing earnings to undermine US equities further …
This report is only available as a PDF. Click to download. … G7 keeps its focus on the renminbi, but with a new angle …
This report is only available as a PDF. Click to download. … GDP data, not G7, is best hope for recovery in the yen …
1st February 2007
This report is only available as a PDF. Click to download. … Further downside risks for oil …
19th January 2007
This report is only available as a PDF. Click to download. … Fall-out from US housing slump has only just begun (Q1 07) …
11th January 2007
This report is only available as a PDF. Click to download. … Russia/Belarus dispute won't have lasting impact on oil prices …
9th January 2007
This report is only available as a PDF. Click to download. … US ducks naming China as a …
20th December 2006
This report is only available as a PDF. Click to download. … Dollar to fall further regardless of oil-exporters' holdings …
11th December 2006
This report is only available as a PDF. Click to download. … The hidden risks facing the dollar …
30th November 2006
This report is only available as a PDF. Click to download. … Why is the dollar falling, and how much should we worry? …
28th November 2006
This report is only available as a PDF. Click to download. … Dollar's fall was an accident waiting to happen …
24th November 2006
Our feature article revisits the old problem of whether central banks should focus on the headline inflation rate, or the core. (See pages 3-6.) The sharp rise in commodity prices over the last few years has created a succession of dilemmas. Until very …
This report is only available as a PDF. Click to download. … Euro-zone yield curve inversion: much ado about nothing …
17th November 2006
This report is only available as a PDF. Click to download. … China sinks the dollar …
9th November 2006
This report is only available as a PDF. Click to download. … Stagflation again? The central banks' dilemma …
7th November 2006
This report is only available as a PDF. Click to download. … Heading for a US slowdown (Q4 06) …
30th October 2006
This report is only available as a PDF. Click to download. … The US housing slowdown: lessons from the UK …
25th October 2006
This report is only available as a PDF. Click to download. … The outlook for China …
23rd October 2006
