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Global Economics Focus

Periodic “think pieces” which highlight interesting and important issues in the world economy and their implications for financial markets.

Sample - Sovereign Debt: are the emerging markets immune?

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Articles

Global Economics > Global Economics Focus — 10 Apr, 2012What are Argentina's lessons for the euro-zone?Global Economics > Global Economics Focus — 16 Feb, 2012How well will growth in emerging economies hold up?Global Economics > Global Economics Focus — 13 Feb, 2012What can emerging economies do to help the rest of the world?Global Economics > Global Economics Focus — 06 Feb, 2012Euro-crisis: how big is the threat of financial contagion for EMs?Global Economics > Global Economics Focus — 24 Oct, 2011Does a sovereign debt crisis always cause a financial crisis?Global Economics > Global Economics Focus — 20 Oct, 2011Sovereign Debt: are the emerging markets immune?Global Economics > Global Economics Focus — 07 Jul, 2011Why do countries default and what are the consequences?Global Economics > Global Economics Focus — 01 Jul, 2011Capital flows to emerging markets: an accident waiting to happen?Global Economics > Global Economics Focus — 13 Jun, 2011Does inflation offer a way out of the debt crisis?Global Economics > Global Economics Focus — 09 Dec, 2010Asset price bubbles – where are the greatest risks?

Global Economics > Global Economics Focus — 08 Nov, 2010Emerging markets will not rescue the rest of the world Global Economics > Global Economics Focus — 22 Dec, 2009A fresh look at the lessons from Japan Global Economics > Global Economics Focus — 11 Dec, 2009Three challenges facing emerging markets in 2010 Global Economics > Global Economics Focus — 20 Oct, 2009Is there still a serious deflationary threat?Global Economics > Global Economics Focus — 12 Oct, 2009From banking crisis to fiscal crisis?Global Economics > Global Economics Focus — 06 Oct, 2009Can Asia ride to the rescue?Global Economics > Global Economics Focus — 14 Jul, 2009Could SDRs supplant the dollar?Global Economics > Global Economics Focus — 20 May, 2009Lessons from the Nordic financial crises of the 1990s Global Economics > Global Economics Focus — 14 May, 2009Will the green shoots flourish or wilt?Global Economics > Global Economics Focus — 28 Apr, 2009Emerging Markets - another disaster?

Global Economics > Global Economics Focus — 19 Jan, 2009The anatomy of the Great Depression of the 1930s Global Economics > Global Economics Focus — 18 Dec, 2008Could China end up making things worse in 2009?Global Economics > Global Economics Focus — 17 Dec, 2008Will quantitative easing work?Global Economics > Global Economics Focus — 29 Oct, 2008How far will global house prices fall?Global Economics > Global Economics Focus — 16 Oct, 2008The road to deflation?Global Economics > Global Economics Focus — 20 Aug, 2008Will the BRICs win the inflation battle?Global Economics > Global Economics Focus — 05 Mar, 2008Australia & Canada: explaining contrasting monetary policies Global Economics > Global Economics Focus — 21 Feb, 2008How worried should we all be about Chinese inflation?Global Economics > Global Economics Focus — 24 Aug, 2007How will investors react to hedge fund losses?Global Economics > Global Economics Focus — 16 Aug, 2007Global equities back at fair value, but returns may still disappoint

Global Economics > Global Economics Focus — 10 Aug, 2007What next for global markets?Global Economics > Global Economics Focus — 31 May, 2007Are emerging market bonds overvalued?Global Economics > Global Economics Focus — 29 Mar, 2007How we forecast exchange rates Global Economics > Global Economics Focus — 16 Mar, 2007Rising correlation of riskier assets to depress bond yields further Global Economics > Global Economics Focus — 28 Feb, 2007Taking stock of the sell-off Global Economics > Global Economics Focus — 28 Feb, 2007How much should we worry about China?Global Economics > Global Economics Focus — 30 Nov, 2006The hidden risks facing the dollar Global Economics > Global Economics Focus — 28 Nov, 2006Why is the dollar falling, and how much should we worry?Global Economics > Global Economics Focus — 07 Nov, 2006Stagflation again? The central banks' dilemma Global Economics > Global Economics Focus — 25 Oct, 2006The US housing slowdown: lessons from the UK

Global Economics > Global Economics Focus — 23 Oct, 2006The outlook for China Global Economics > Global Economics Focus — 07 Sep, 2006Can carry trades really keep the yen down?Global Economics > Global Economics Focus — 04 Sep, 2006Commodity investors are being misled by historic returns Global Economics > Global Economics Focus — 17 Aug, 2006Canada's economy suddenly reeling Global Economics > Global Economics Focus — 09 Aug, 2006How far will US bond yields fall?Global Economics > Global Economics Focus — 07 Aug, 2006Can oil producers do more to ease global imbalances?Global Economics > Global Economics Focus — 21 Jun, 2006Disappointing Chines demand will further weaken commodities Global Economics > Global Economics Focus — 30 May, 2006Is inflation back from the dead?Global Economics > Global Economics Focus — 24 May, 2006Taking stock of recent market volatility Global Economics > Global Economics Focus — 23 May, 2006How much should we worry about a weaker dollar?

Global Economics > Global Economics Focus — 22 May, 2006Investors run into the correlation trap Global Economics > Global Economics Focus — 05 May, 2006Commodity prices: current highs are not sustainable Global Economics > Global Economics Focus — 04 May, 2006Can the Canadian dollar continue its ascent?Global Economics > Global Economics Focus — 06 Apr, 2006What next for global carry trades?Global Economics > Global Economics Focus — 21 Mar, 2006How much should we worry about US protectionism?Global Economics > Global Economics Focus — 16 Feb, 2006Global asset prices at risk from higher Japanese rates Global Economics > Global Economics Focus — 07 Feb, 2006Forces are building for a fall in oil prices Global Economics > Global Economics Focus — 31 Jan, 2006Are US Bonds Over-valued?Global Economics > Global Economics Focus — 13 Jan, 2006What does an inverted US yield curve mean?Global Economics > Global Economics Focus — 23 Nov, 2005The rising dollar – what’s driving it and will it continue?

Global Economics > Global Economics Focus — 18 Oct, 2005What does higher inflation mean for global interest rates?Global Economics > Global Economics Focus — 22 Sep, 2005Is the US Equity Market Overvalued?Global Economics > Global Economics Focus — 08 Sep, 2005Euro-zone Bonds Now Substantially Overvalued Global Economics > Global Economics Focus — 08 Sep, 2005Equity valuation – what’s wrong with Q?Global Economics > Global Economics Focus — 17 Aug, 2005What can we learn from the Baltic freight indices?Global Economics > Global Economics Focus — 27 Jul, 2005What does China’s revaluation really mean?Global Economics > Global Economics Focus — 12 Jul, 2005Euro set to rebound against the Dollar Global Economics > Global Economics Focus — 14 Apr, 2005US & euro-zone productivity: the gap is growing again Global Economics > Global Economics Focus — 23 Mar, 2005Is there a bubble in bond markets?Global Economics > Global Economics Focus — 08 Mar, 2005Oil Prices: Back To Business As Usual

Global Economics > Global Economics Focus — 26 Feb, 2005US employment: America really has been losing jobs Global Economics > Global Economics Focus — 07 Jan, 2005Implications of the Tsunami Disaster Global Economics > Global Economics Focus — 06 Dec, 2004The dollar’s fall has been much smaller than you might think Global Economics > Global Economics Focus — 14 Oct, 2004Euro vs. Dollar: short term risks and long term trends Global Economics > Global Economics Focus — 23 Jun, 2004Oil prices to fall as supply catches up with demand Global Economics > Global Economics Focus — 23 Jun, 2004Oil prices to fall as supply catches up with demand Global Economics > Global Economics Focus — 18 May, 2004How worried should we be about China?Global Economics > Global Economics Focus — 13 May, 2004How will the US Presidential election affect markets?Global Economics > Global Economics Focus — 16 Mar, 2004How easily could the ECB intervene to weaken the euro?Global Economics > Global Economics Focus — 09 Mar, 2004Improved euro-zone productivity growth will be hard to achieve

Global Economics > Global Economics Focus — 18 Feb, 2004US inflation: is the Fed right to be so sanguine?Global Economics > Global Economics Focus — 15 Jan, 2004Germany is heading for a fiscal crisis Global Economics > Global Economics Focus — 09 Dec, 2003How does the Fed solve the rate hike conundrum?Global Economics > Global Economics Focus — 01 Dec, 2003Eastern Europe’s rush to join EMU threatens its growth prospects Global Economics > Global Economics Focus — 25 Nov, 2003Has the threat of deflation passed in the US?Global Economics > Global Economics Focus — 05 Nov, 2003Why Germany’s business surveys need to be treated with caution Global Economics > Global Economics Focus — 22 Oct, 2003How big will the US budget deficit get?Global Economics > Global Economics Focus — 04 Aug, 2003How the ECB must be reformed to become fully effective Global Economics > Global Economics Focus — 28 Jul, 2003The US housing market is a bubble waiting to burst Global Economics > Global Economics Focus — 04 Jul, 2003Japan is not about to turn the corner

Global Economics > Global Economics Focus — 18 Jun, 2003Is the dollar now undervalued?Global Economics > Global Economics Focus — 13 May, 2003The economic impact of SARS Global Economics > Global Economics Focus — 10 Mar, 2003A lack of competitiveness does not fully explain Germany’s woes Global Economics > Global Economics Focus — 19 Feb, 2003The US corporate sector cannot stave off a slowdown Global Economics > Global Economics Focus — 19 Dec, 2002US tax cuts will boost the deficit – not the economy Global Economics > Global Economics Focus — 02 Dec, 2002Mortgage refinancing in the US: the boom is over Global Economics > Global Economics Focus — 31 Oct, 2002Japan’s banking crisis ... no glimmer of hope in the darkness Global Economics > Global Economics Focus — 11 Oct, 2002Deflation in Germany: why EU expansion is a danger Global Economics > Global Economics Focus — 26 Jul, 2002Housing forms a major barrier to UK adoption of the euro Global Economics > Global Economics Focus — 11 Jul, 2002Euro-zone Inflation: Why the ECB appears over-anxious

Global Economics > Global Economics Focus — 17 Jun, 2002Europe’s centre-right parties will fail to deliver Global Economics > Global Economics Focus — 11 Jun, 2002Global deflation risks: lessons from Japan Global Economics > Global Economics Focus — 22 May, 2002Germany – whatever happened to the miracle economy?Global Economics > Global Economics Focus — 19 Apr, 2002Is the US Housing Market a Bubble Waiting to Burst?Global Economics > Global Economics Focus — 01 Mar, 2002Ireland: Is the boom over and what happens next?

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