Global Forecasts

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The New Normal June 2015 - Thumb 1
34 pages

May 2015 Forecast - Thumb 1
15 pages

The Risk of a Currency War-February Report 2015 - Thumb 1
15 pages

As central banks cut interest rates, the risk of a currency war has increased.

DHGE 2015 Annual Forecast-Central Banks Remain Dovish in 2015 - Thumb 1
16 pages

The US stands alone as a source of strength among major economies heading into 2015.

Global Forecast-September-Global Monetary Policy Remains Accommodative - Thumb 1
15 pages

Growth weakness in most major economies is ensuring that global monetary policy will be accommodative for quite some time

Global Forecast-August-Will Global Monetary Policy Continue to Support Equity Markets - Thumb 1
12 pages

Weakness in Europe and Japan is increasing the likelihood that monetary policy will be eased further in both areas in the coming months.

The US Will Have a V-Shaped Recovery during the Second Quarter-June Global Forecast 2014-r - Thumb 1
19 pages

The US economy will bounce back during the second quarter due to strong employment gains and confident businesses.

Global Forecast-April-US & Europe Recover, but Asian Risks Linger - Thumb 1
24 pages

Concerns about the potential contagion effects of a weak real estate market in China are coming to the forefront.

NOVEMBER GLOBAL FORECAST-COULD THE FEDERAL RESERVE TAPER IN DECEMBER? - Thumb 1
20 pages

Stronger-than-expected job gains have made it more likely than not that the Fed will start tapering QE3 at its next meeting.

SEPTEMBER GLOBAL FORECAST-WHEN WILL THE FEDERAL RESERVE TAPER? - Thumb 1
24 pages

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.

July-August_WILL THE FEDERAL RESERVE CHANGE MONETARY POLICY IN SEPTEMBER?-f2 - Thumb 1
28 pages

It looks increasingly likely that the Eurozone's recent return to growth will be sustained going forward.

The Outlook for the Global Economy - Thumb 1
27 pages

While global growth in 2013 is set to be broadly similar to growth in 2012, growth should accelerate in 2014.

MAY MONTHLY REPORT-HERE COMES THE SUN-Japan Rises as Europe Falls Behind_rWeb - Thumb 1
23 pages

Japanese growth prospects have improved dramatically during recent months on the back of regime changes in the government and at the BOJ.

Global Forecast-March-Are Markets Leading the Recovery - Thumb 1
21 pages

Despite Chinese growth continuing to slow down on a trend basis, other Asian economies should grow strongly during 2013.

DECEMBER REPORT – WILL THE US AVERT THE FISCAL CLIFF?F - Thumb 1
18 pages

Regardless of the exact contours of the final fiscal cliff deal that is struck, fiscal drag will constrain US growth during 2013.