Global Markets Focus What does history tell us about the outlook for US equities? The prospect of a protracted economic downturn until 2010 at the earliest implies that the upside for US equities is likely to be limited, despite bank recapitalisation. 30th October 2008 · 1 min read
US Economics Weekly Treasury will need to spend even more to prop up banks 20th October 2008 · 1 min read
US Economics Weekly Growing signs of economic distress to prompt Fed into action 6th October 2008 · 1 min read
Global Markets Focus The market implications of the US bank bailout The US bank bailout is a necessary but far from sufficient condition for a decent economic recovery. We expect further falls in equity markets and government bond yields. But provided the dollar holds... 29th September 2008 · 1 min read
