Macroeconomic assumptions: Mostly stable, mostly moderate
What do our long-term growth and inflation forecasts say about today���s economy?
Where do we see potential within alternatives?
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone���s relatively better balance of payments position.
Should investors fear an erosion of the illiquidity premium?