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9 pages

Fourteen predictions for developments in the global economy during 2014 that are not adequately priced into the marketplace.

6 pages

While the Fed's decision to begin tapering in December drew the most media attention, the large turnover on the FOMC will have large policy ramifications going forward.

5 pages

Recent positive economic data releases have materially increased the likelihood that the Fed will start tapering its quantitative easing program in December.

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.

7 pages

If the Democrats and Republicans cannot agree on a debt ceiling deal, a recession is a more likely outcome than a default in the near term.

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.

20 pages

Australian growth will need to be driven by consumption as it transitions from being led by mining during the past half-decade to being led by exports later this decade.

14 pages

Emerging market countries that run current account and fiscal deficits are at risk of capital outflows in response to Fed measures that reduce liquidity in the market.

28 pages

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

8 pages

Nigeria's strong recent growth performance is likely to receive a further boost from an upcoming privatization of its energy sector.

20 pages

The days of equivalent growth within advanced and developing Asia (outside China, Japan, and India) are a thing of a past.

2 pages

Following a series of disappointing economic reports, the most recent employment report allayed fears that the moderate recovery in the US economy was faltering.

27 pages

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

13 pages

UK growth is finally set to accelerate after many years of subpar growth.

23 pages

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