Global Markets Update Why the US equity market rally is likely to run out of steam The rally in the US equity market is nine months old and still going strong. This is not surprising. Equity prices typically start to rise six months or so before the economy emerges from recession... 2nd December 2009 · 1 min read
US Economics Update End of Fed MBS purchases unlikely to derail housing recovery 30th November 2009 · 1 min read
US Housing Market Focus Housing to the rescue? The stronger than expected housing recovery will provide a welcome boost to consumption and employment. But such spill-over effects will not be large enough to prevent a prolonged period of sluggish... 23rd November 2009 · 1 min read
US Economics Focus What will be the implications of another jobless recovery? 19th November 2009 · 1 min read
US Economics Focus The macroeconomic implications of the lower dollar 10th November 2009 · 1 min read
US Economics Update Extended tax credit is a shot in the arm for housing 9th November 2009 · 1 min read
