The New Normal: Slow Growth, No Tailwinds
Will the Fed Tighten in June?
The Risk of a Currency War
As central banks cut interest rates, the risk of a currency war has increased.
Central Banks Remain Dovish in 2015
The US stands alone as a source of strength among major economies heading into 2015.
Global Monetary Policy Remains Dovish
Growth weakness in most major economies is ensuring that global monetary policy will be accommodative for quite some time
Will Global Monetary Policy Continue to Support Equity Markets?
Weakness in Europe and Japan is increasing the likelihood that monetary policy will be eased further in both areas in the coming months.
David Hale Global Economics Research Note
The US Will Have a V-Shaped Recovery during the Second Quarter
The US economy will bounce back during the second quarter due to strong employment gains and confident businesses.
US & Europe Recover, but Asian Risks Linger
Concerns about the potential contagion effects of a weak real estate market in China are coming to the forefront.
Could the Federal Reserve Taper in December?
Stronger-than-expected job gains have made it more likely than not that the Fed will start tapering QE3 at its next meeting.
When Will the Federal Reserve Taper?
After surprising markets by deferring the decision to taper its QE3 program, weak economic data could mean that the Fed won't start the process until early 2014.
Will the Federal Reserve Change Monetary Policy In September?
It looks increasingly likely that the Eurozone's recent return to growth will be sustained going forward.
The Outlook for the Global Economy
While global growth in 2013 is set to be broadly similar to growth in 2012, growth should accelerate in 2014.
Here Comes the Sun: Japan Rises as Europe Falls Behind
Japanese growth prospects have improved dramatically during recent months on the back of regime changes in the government and at the BOJ.
Will the Stock Market Rally Bring an Upturn?
Despite Chinese growth continuing to slow down on a trend basis, other Asian economies should grow strongly during 2013.