If Greece does default on her sovereign debt, the euro-zone stock market will probably fall further, especially if this is swiftly followed by her abandoning the euro. But even in the event of a “...

The Greek crisis appears to be coming to a head, but so far at least there has been very little negative impact on emerging market currencies. Should Greece default, and especially if that entails...

The valuation of the US stock market does not appear as high when quantified with macroeconomic data as it does when a more conventional approach is taken. What’s more, we continue to think that the...

This note summarises our key calls for the advanced economies and markets, emphasising where we differ from the consensus. Detailed projections (with specific numbers) are available in our regular...