The Outlook for Corporate Profits in 2011
A strong profits forecast during 2011 should help sustain the equity market rally during the year.
The Promise of African Stock Markets
As fundamental factors improve in Sub-Saharan Africa, so does optimism about the outlook for equity markets in the region.
Could There Be a Double Dip in the US Economy?
Subdued growth in the US and Europe should put off any discussions of material monetary tightening for some time to come.
Will the Gold Rally Continue?
While price fluctuations are inevitable, the return of central bank demand for gold, led by China, will ensure that the price of gold remains elevated for many years.
Sovereign Debt Risk: From Athens to Washington
The dawning realization of the full extent of Greece's debt burden has spooked financial markets and begun a new chapter in the Global Financial Crisis.
Brazil Roars Back
Robust consumption and the ongoing deepening of trade ties with China are powering the strong rebound in Brazilian growth in 2010.
Will the Canadian Dollar Become the New Swiss Franc?
A broad-based recovery in the Canadian economy has been welcomed by domestic officials, but the strong currency has emerged as a threat to exports.
Why Europe Is Reluctant to Rescue Greece
As a result of the excesses prior to the Global Financial Crisis, Greece will need to endure many years of painful austerity in order to stay in the monetary union.
The Outlook for the British Election
Regardless of the composition of the next UK government, harsh fiscal austerity is inevitable.
The combined insights of two leading independent economic consultancies.
The Global Outlook: How Commodity Demand Shapes Africa's Future
Following decades of subpar performance, the global commodity cycle has pushed Sub-Saharan Africa onto a stronger growth path.
Reaction to the Tim Geithner Proposals
Tim Geithner's proposals will prevent the reoccurrence of another Lehman Brothers-type catastrophe.
The Fiscal and Political Outlook for Canada
Despite the Canadian financial system's prudence prior to the Great Recession, the large exposure to the US remains a huge risk for Canada.
The Outlook for Undecided Senate Races
The composition of the next Senate will not be finalized until December.
Is the US Financial Crisis Over?
The amount of liabilities the US government has been forced to assume is unprecedented.