Where will China go from here?
Why is it important for investors to broaden their definition of safe have assets?
Should investors fear an erosion of the illiquidity premium?
What do our long-term growth and inflation forecasts say about today’s economy?
Do we still see promise in emerging market growth?
Where do we expect bond yields to go?
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.