fed emerging markets overstated
Slower growth in developed markets since 2007 has led to a rebalancing of emerging economy current account surpluses and developed economy current account deficits.
Slower growth in developed markets since 2007 has led to a rebalancing of emerging economy current account surpluses and developed economy current account deficits.
At the start of the summer, we believed that improving advanced economy growth – from the UK, US and Europe – would offset any slowdown in emerging markets.
Despite high unemployment rates, excess capacity and a sanguine inflation outlook from the major central banks, it is important to keep an eye on any potential inflation surprises that may be coming down the line.
Hermes' Neil Williams says the market has its eye on the wrong ball, with the Fed's failure to taper the least of its worries.
Rowan Dartington Signature's Guy Stephens, discusses the potential outcomes of tomorrow's Federal Open Market Committee meeting
Coutts' Alan Higgins gives a round up of recent policy announcements and the economic indicators driving them, as well as his forecast for related sectors.
Nordea’s Global Chief Economist Helge Pedersen asks if Norway's growth trajectory has peaked, setting the scene for Sweden to take on the baton.
Tim Wilson, manager of the Newton Managed Income Fund, says German elections rather than Fed tapering could be the "unknown" to keep an eye on.
As MPs prepare to discuss and vote on potential action against Syria, Schroders' Keith Wade asks if it could derail the global recovery?
Swip's chief economist Lucy O'Carroll discusses whether the eurozone's official exit of recession means it is truly out of danger.
Chris Wyllie, CIO of Iveagh, gives the green light to current macro conditions but is amber warm on a number of other factors in markets.
Schroders' head of macro Bob Jolly gives a round up of his global perspective and how this is effecting asset allocation in the credit team's portfolios.