A Crisis of Confidence
Uncertainty is running rampant across almost every region of the world during the third quarter.
Monthly Report: Will the Falling Stock Market Produce a US Recession?
The US, China, and Japan are growing swiftly while turbulence emerges in Europe.
Monthly Report: Summer Doldrums-Do Safe Havens Still Exist?
Government policies are increasing the risk level across most major economies.
Could There Be a Double Dip in the US?
Lull in US growth should prove temporary.
The Outlook for the Canadian Economy
Canada's outperformance of the US economy during the past three years is owed in large part to its avoidance of the excesses that plagued the US in the pre-GFC era.
Monthly Report: How Will the US Economy Cope with Fiscal Drag in 2012?
Fiscal policy concerns are dominating the discussion in the US and Europe.
Monthly Report: Will Oil Prices Stop the Global Recovery?
Inflation concerns arise in China as oil price risks bubble up throughout the world because of the Arab Spring.
Indaba Speech: The State of the World
Robust commodity prices, Chinese interest, and improved political governance have helped drive a strong growth rate in Sub-Saharan Africa during recent years.
2011 Annual Report: Is There Now Too Much Optimism?
Strong growth is expected around the world, but many risks still remain.
The Outlook for Corporate Profits in 2011
A strong profits forecast during 2011 should help sustain the equity market rally during the year.
Fiscal Policy Will Stimulate US Growth in 2011
European and Japanese economic performances diverged during 2010.
How Long Can the Fed Promote Asset Inflation?
The Fed is once again engaging in expansionary monetary policy as the PBOC shifts its focus to containing inflation.
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.
Can Quantitative Easing Boost the US Economy?
China and the US should sustain relatively good growth, but Europe's and Japan's prospects are less bright.
The Contradictions of US Growth
As US growth is poised to accelerate and Europe shows signs of renewed strength, Chinese growth begins to climb down from double-digit rates.