Research

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7 pages

Ongoing weakness within housing and the public sector make the recent strong job gains unlikely to be sustained.

32 pages

Fiscal policy concerns are dominating the discussion in the US and Europe.

8 minutes

41 pages

Inflation concerns arise in China as oil price risks bubble up throughout the world because of the Arab Spring.

14 pages

Robust commodity prices, Chinese interest, and improved political governance have helped drive a strong growth rate in Sub-Saharan Africa during recent years.

35 pages

Strong growth is expected around the world, but many risks still remain.

5 pages

A strong profits forecast during 2011 should help sustain the equity market rally during the year.

33 pages

European and Japanese economic performances diverged during 2010.

40 pages

The Fed is once again engaging in expansionary monetary policy as the PBOC shifts its focus to containing inflation.

7 pages

As fundamental factors improve in Sub-Saharan Africa, so does optimism about the outlook for equity markets in the region.

28 pages

China and the US should sustain relatively good growth, but Europe's and Japan's prospects are less bright.

33 pages

As US growth is poised to accelerate and Europe shows signs of renewed strength, Chinese growth begins to climb down from double-digit rates.

33 pages

Growth is bouncing back strongly in 2010, led by developing economies.

9 pages

Subdued growth in the US and Europe should put off any discussions of material monetary tightening for some time to come.